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

Aurora Private Wealth’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
2020
Q2 		– Sell
-5,688
Closed -$201K – 209
2020
Q1 		$201K Buy
5,688
+300
+6% +$14.5K 0.07% 212
2019
Q4 		$295K Buy
+5,388
New +$284K 0.1% 141

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Aurora Private Wealth's MDYV Position: Q2 2020 in Review

Aurora Private Wealth sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2020, closing a stake of 5,688 shares — an estimated $201K sold.

Aurora Private Wealth first reported a position in MDYV in Q4 2019 and held it in 2 quarters. The position peaked at $295K in Q4 2019. 179 funds tracked by Wall St. Rank hold MDYV as of Q2 2020.

  • Aurora Private Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Aurora Private Wealth sold 5,688 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2020, an estimated $201K.
  • Aurora Private Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • Aurora Private Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $295K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2020.

Based on Aurora Private Wealth's 13F filing for Q2 2020, filed 27 Jul 2020.