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Capstone Triton Financial Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-726
Closed -$40K – 238
2020
Q4 		$40K Buy
+726
New +$36.6K 0.02% 224

Other funds holding MDYV

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NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capstone Triton Financial Group's MDYV Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2021, closing a stake of 726 shares — an estimated $40K sold.

Capstone Triton Financial Group first reported a position in MDYV in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 216 funds tracked by Wall St. Rank hold MDYV as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 726 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2021, an estimated $40K.
  • Capstone Triton Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $40K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.