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

Arcadia Investment Management’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 Q3	–	Sell	-450	Closed	-$31K	–	332
2023 Q2	$31K	Hold	450	–	–	0.01%	245
2023 Q1	$29.7K	Hold	450	–	–	0.01%	264
2022 Q4	$29.1K	Hold	450	–	–	0.01%	251
2022 Q3	$26K	Hold	450	–	–	0.01%	216
2022 Q2	$27K	Hold	450	–	–	0.01%	223
2022 Q1	$32K	Hold	450	–	–	0.01%	225
2021 Q4	$32K	Hold	450	–	–	0.01%	230
2021 Q3	$30K	Hold	450	–	–	0.01%	221
2021 Q2	$30K	Hold	450	–	–	0.01%	224
2021 Q1	$29K	Hold	450	–	–	0.01%	227
2020 Q4	$25K	Sell	450 -536	-54%	-$27.1K	0.01%	215
2020 Q3	$43K	Hold	986	–	–	0.01%	198
2020 Q2	$42K	Hold	986	–	–	0.01%	185
2020 Q1	$35K	Hold	986	–	–	0.01%	206
2019 Q4	$54K	Hold	986	–	–	0.01%	191
2019 Q3	$51K	Hold	986	–	–	0.01%	193
2019 Q2	$51K	Hold	986	–	–	0.01%	200
2019 Q1	$50K	Hold	986	–	–	0.01%	193
2018 Q4	$44K	Hold	986	–	–	0.01%	193
2018 Q3	$53K	Hold	986	–	–	0.01%	217
2018 Q2	$51K	Hold	986	–	–	0.01%	221
2018 Q1	$49K	Hold	986	–	–	0.01%	225
2017 Q4	$51K	Hold	986	–	–	0.01%	220
2017 Q3	$49K	Hold	986	–	–	0.02%	224
2017 Q2	$47K	Hold	986	–	–	0.01%	223
2017 Q1	$47K	Buy	+986	New	+$47.4K	0.01%	221

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Arcadia Investment Management's MDYV Position: Q3 2023 in Review

Arcadia Investment Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2023, closing a stake of 450 shares — an estimated $31K sold.

Arcadia Investment Management first reported a position in MDYV in Q1 2017 and held it in 26 quarters. The position peaked at $54K in Q4 2019. 304 funds tracked by Wall St. Rank hold MDYV as of Q3 2023.

Arcadia Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Arcadia Investment Management sold 450 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2023, an estimated $31K.
Arcadia Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2017 and held it in 26 quarters.
Arcadia Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $54K in Q4 2019.
304 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2023.

Based on Arcadia Investment Management's 13F filing for Q3 2023, filed 23 Oct 2023.