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Cabana LLC’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Cabana LLC’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 		$2K Buy
+57
New +$2.3K ﹤0.01% 137
2020
Q1 		– Sell
-130
Closed -$7K – 69
2019
Q4 		$7K Buy
+130
New +$6.86K ﹤0.01% 110

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

Cabana LLC's MDYV Position: Q2 2020 in Review

Cabana LLC opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2020: 57 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #137 among its holdings. This is a return to the name: Cabana LLC previously reported a position in MDYV as recently as Q4 2019.

Cabana LLC first reported a position in MDYV in Q4 2019 and has held it in 2 quarters since. The position peaked at $7K in Q4 2019. 179 funds tracked by Wall St. Rank hold MDYV as of Q2 2020.

  • Cabana LLC held 57 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2K as of Q2 2020.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Cabana LLC position in Q2 2020.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Cabana LLC's portfolio in Q2 2020, its #137 holding.
  • Cabana LLC first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 2 quarters since.
  • Cabana LLC's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $7K 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 Cabana LLC's 13F filing for Q2 2020, filed 12 Aug 2020.