Cetera Advisor Networks’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$7.46M	Sell	98,164 -37,468	-28%	-$2.71M	0.04%	473
2023 Q4	$9.95M	Buy	135,632 +45,778	+51%	+$3.03M	0.06%	345
2023 Q3	$5.83M	Buy	89,854 +61,524	+217%	+$4.22M	0.04%	457
2023 Q2	$1.95M	Buy	28,330 +5,602	+25%	+$366K	0.01%	869
2023 Q1	$1.5M	Sell	22,728 -43,430	-66%	-$2.98M	0.01%	989
2022 Q4	$4.28M	Buy	66,158 +53,081	+406%	+$3.41M	0.03%	507
2022 Q3	$756K	Buy	13,077 +777	+6%	+$49.6K	0.01%	1041
2022 Q2	$744K	Sell	12,300 -1,536	-11%	-$101K	0.01%	1041
2022 Q1	$974K	Buy	13,836 +22	+0.2%	+$1.52K	0.01%	924
2021 Q4	$982K	Buy	13,814 +4,807	+53%	+$336K	0.01%	910
2021 Q3	$597K	Buy	9,007 +4,614	+105%	+$311K	0.01%	1118
2021 Q2	$297K	Buy	4,393 +374	+9%	+$25.7K	﹤0.01%	1509
2021 Q1	$263K	Sell	4,019 -44	-1%	-$2.7K	0.01%	1216
2020 Q4	$225K	Buy	+4,063	New	+$205K	0.01%	1196
2020 Q3	–	Sell	-4,695	Closed	-$200K	–	2288
2020 Q2	$200K	Buy	+4,695	New	+$189K	0.01%	1121
2020 Q1	–	Sell	-4,727	Closed	-$260K	–	1205
2019 Q4	$260K	Buy	4,727 +96	+2%	+$5.06K	0.01%	1023
2019 Q3	$237K	Buy	4,631 +394	+9%	+$19.9K	0.01%	1023
2019 Q2	$217K	Buy	+4,237	New	+$216K	0.01%	1055

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Cetera Advisor Networks's MDYV Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 28% in Q1 2024, selling an estimated $2.71M and leaving 98,164 shares worth $7.46M. The position accounts for 0.04% of the portfolio, ranked #473.

Cetera Advisor Networks first reported a position in MDYV in Q2 2019 and has held it in 18 quarters since. The position peaked at $9.95M in Q4 2023. 356 funds tracked by Wall St. Rank hold MDYV as of Q1 2024.

Cetera Advisor Networks held 98,164 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $7.46M as of Q1 2024.
Cetera Advisor Networks sold 37,468 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2024, an estimated $2.71M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #473 holding.
Cetera Advisor Networks first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2019 and has held it in 18 quarters since.
Cetera Advisor Networks's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $9.95M in Q4 2023.
356 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.