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Weaver Consulting Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Weaver Consulting Group’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,730
Closed -$89K – 909
2019
Q4 		$89K Hold
1,730
– – 0.05% 176
2019
Q3 		$91K Hold
1,730
– – 0.05% 169
2019
Q2 		$89K Hold
1,730
– – 0.05% 161
2019
Q1 		$86K Buy
+1,730
New +$85.9K 0.02% 356

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Weaver Consulting Group's MDYV Position: Q1 2020 in Review

Weaver Consulting Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2020, closing a stake of 1,730 shares — an estimated $89K sold.

Weaver Consulting Group first reported a position in MDYV in Q1 2019 and held it in 4 quarters. The position peaked at $91K in Q3 2019. 169 funds tracked by Wall St. Rank hold MDYV as of Q1 2020.

  • Weaver Consulting Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 1,730 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2020, an estimated $89K.
  • Weaver Consulting Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 4 quarters.
  • Weaver Consulting Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $91K in Q3 2019.
  • 169 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2020.

Based on Weaver Consulting Group's 13F filing for Q1 2020, filed 28 Apr 2020.