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Ahrens Investment Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$4.51K Buy
+68
New +$4.67K ﹤0.01% 778
2022
Q3 		– Sell
-67
Closed -$4K – 604
2022
Q2 		$4K Hold
67
– – ﹤0.01% 803
2022
Q1 		$5K Hold
67
– – ﹤0.01% 859
2021
Q4 		$5K Buy
+67
New +$4.69K ﹤0.01% 881

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Ahrens Investment Partners's MDYV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2023: 68 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MDYV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MDYV in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 309 funds tracked by Wall St. Rank hold MDYV as of Q1 2023.

  • Ahrens Investment Partners held 68 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.51K as of Q1 2023.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Ahrens Investment Partners position in Q1 2023.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #778 holding.
  • Ahrens Investment Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5K in Q1 2022.
  • 309 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.