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WFG Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

WFG Advisors’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
2015
Q4 		– Sell
-506
Closed -$19K – 1633
2015
Q3 		$19K Buy
506
+2
+0.4% +$82 0.01% 905
2015
Q2 		$22K Buy
504
+2
+0.4% +$88 0.01% 949
2015
Q1 		$22K Buy
+502
New +$21.4K 0.01% 952

Other funds holding MDYV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

WFG Advisors's MDYV Position: Q4 2015 in Review

WFG Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2015, closing a stake of 506 shares — an estimated $19K sold.

WFG Advisors first reported a position in MDYV in Q1 2015 and held it in 3 quarters. The position peaked at $22K in Q2 2015. 56 funds tracked by Wall St. Rank hold MDYV as of Q4 2015.

  • WFG Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 506 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2015, an estimated $19K.
  • WFG Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2015 and held it in 3 quarters.
  • WFG Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $22K in Q2 2015.
  • 56 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.