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

BMS Financial 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
2023
Q2 		$3.37M Buy
+48,989
New +$3.2M 2.2% 15
2022
Q2 		– Sell
-87,857
Closed -$6.18M – 107
2022
Q1 		$6.18M Buy
+87,857
New +$6.09M 3.93% 7

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

BMS Financial Advisors's MDYV Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2023: 48,989 shares worth $3.37M. The stake represents 2.2% of the portfolio and ranks #15 among its holdings. This is a return to the name: BMS Financial Advisors previously reported a position in MDYV as recently as Q1 2022.

BMS Financial Advisors first reported a position in MDYV in Q1 2022 and has held it in 2 quarters since. The position peaked at $6.18M in Q1 2022. 302 funds tracked by Wall St. Rank hold MDYV as of Q2 2023.

  • BMS Financial Advisors held 48,989 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.37M as of Q2 2023.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new BMS Financial Advisors position in Q2 2023.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 2.2% of BMS Financial Advisors's portfolio in Q2 2023, its #15 holding.
  • BMS Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 2 quarters since.
  • BMS Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6.18M in Q1 2022.
  • 302 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.