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

Atlas Private Wealth 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
2021 Q4	–	Sell	-1,375	Closed	-$91K	–	485
2021 Q3	$91K	Sell	1,375 -50	-4%	-$3.37K	0.05%	178
2021 Q2	$96K	Hold	1,425	–	–	0.05%	166
2021 Q1	$93K	Hold	1,425	–	–	0.05%	171
2020 Q4	$79K	Hold	1,425	–	–	0.05%	173
2020 Q3	$62K	Hold	1,425	–	–	0.05%	183
2020 Q2	$61K	Buy	+1,425	New	+$57.4K	0.05%	181

Other funds holding MDYV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Atlas Private Wealth Advisors's MDYV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2021, closing a stake of 1,375 shares — an estimated $91K sold.

Atlas Private Wealth Advisors first reported a position in MDYV in Q2 2020 and held it in 6 quarters. The position peaked at $96K in Q2 2021. 265 funds tracked by Wall St. Rank hold MDYV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,375 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2021, an estimated $91K.
Atlas Private Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $96K in Q2 2021.
265 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.