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

BerganKDV Wealth 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
2020
Q3 		– Sell
-255
Closed -$11K – 969
2020
Q2 		$11K Sell
255
-401
-61% -$16.2K ﹤0.01% 531
2020
Q1 		$23K Buy
656
+255
+64% +$12.3K ﹤0.01% 403
2019
Q4 		$22K Buy
+401
New +$21.1K ﹤0.01% 435

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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

BerganKDV Wealth Management's MDYV Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2020, closing a stake of 255 shares — an estimated $11K sold.

BerganKDV Wealth Management first reported a position in MDYV in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q1 2020. 181 funds tracked by Wall St. Rank hold MDYV as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 255 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2020, an estimated $11K.
  • BerganKDV Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 3 quarters.
  • BerganKDV Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $23K in Q1 2020.
  • 181 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.