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

BDO 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
2022
Q4 		– Sell
-235
Closed -$14K – 1056
2022
Q3 		$14K Buy
+235
New +$15K ﹤0.01% 645
2020
Q1 		– Sell
-611
Closed -$33K – 791
2019
Q4 		$33K Buy
+611
New +$32.2K 0.01% 343

Other funds holding MDYV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

BDO Wealth Advisors's MDYV Position: Q4 2022 in Review

BDO Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2022, closing a stake of 235 shares — an estimated $14K sold.

BDO Wealth Advisors first reported a position in MDYV in Q4 2019 and held it in 2 quarters. The position peaked at $33K in Q4 2019. 315 funds tracked by Wall St. Rank hold MDYV as of Q4 2022.

  • BDO Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 235 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2022, an estimated $14K.
  • BDO Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • BDO Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $33K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.