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

American Portfolios 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
2022
Q3 		$166K Buy
2,873
+17
+0.6% +$1.08K 0.01% 1094
2022
Q2 		$173K Sell
2,856
-78,079
-96% -$5.12M 0.01% 1118
2022
Q1 		$5.7M Buy
80,935
+77,921
+2,585% +$5.4M 0.19% 95
2021
Q4 		$214K Buy
3,014
+296
+11% +$20.7K 0.01% 1126
2021
Q3 		$180K Buy
2,718
+177
+7% +$11.9K 0.01% 1162
2021
Q2 		$172K Sell
2,541
-88
-3% -$6.04K 0.01% 1179
2021
Q1 		$172K Sell
2,629
-62,547
-96% -$3.84M 0.01% 1089
2020
Q4 		$3.62M Buy
65,176
+62,731
+2,566% +$3.17M 0.19% 105
2020
Q3 		$106K Buy
2,445
+20
+0.8% +$886 0.01% 1032
2020
Q2 		$103K Buy
2,425
+58
+2% +$2.34K 0.01% 988
2020
Q1 		$83.5K Sell
2,367
-109
-4% -$5.25K 0.01% 948
2019
Q4 		$136K Buy
2,476
+551
+29% +$29.1K 0.01% 904
2019
Q3 		$98.8K Buy
1,925
+475
+33% +$24K 0.01% 1000
2019
Q2 		$74.5K Buy
1,450
+999
+222% +$50.9K 0.01% 1107
2019
Q1 		$22.7K Buy
451
+126
+39% +$6.26K ﹤0.01% 1547
2018
Q4 		$14.4K Buy
325
+91
+39% +$4.47K ﹤0.01% 1493
2018
Q3 		$12.6K Hold
234
– – ﹤0.01% 1659
2018
Q2 		$12.2K Hold
234
– – ﹤0.01% 1648
2018
Q1 		$11.6K Sell
234
-6
-3% -$306 ﹤0.01% 1587
2017
Q4 		$12.3K Buy
+240
New +$12.1K ﹤0.01% 1506

Other funds holding MDYV

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

American Portfolios Advisors's MDYV Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.6% in Q3 2022, buying an estimated $1.08K and bringing the position to 2,873 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #1094.

American Portfolios Advisors first reported a position in MDYV in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.7M in Q1 2022. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

  • American Portfolios Advisors held 2,873 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $166K as of Q3 2022.
  • American Portfolios Advisors bought 17 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $1.08K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1094 holding.
  • American Portfolios Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5.7M in Q1 2022.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.