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

Cetera 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
2024
Q1 		$1.26M Sell
16,632
-4,190
-20% -$303K 0.01% 1041
2023
Q4 		$1.53M Buy
20,822
+12,617
+154% +$834K 0.02% 603
2023
Q3 		$532K Buy
8,205
+497
+6% +$34.1K 0.01% 1023
2023
Q2 		$530K Buy
7,708
+2,035
+36% +$133K 0.01% 1020
2023
Q1 		$375K Sell
5,673
-11,719
-67% -$804K 0.01% 1165
2022
Q4 		$1.13M Buy
+17,392
New +$1.12M 0.02% 628
2019
Q2 		– Sell
-42
Closed -$2K – 1146
2019
Q1 		$2K Buy
+42
New +$2.09K ﹤0.01% 1212
2018
Q3 		– Sell
-16,392
Closed -$859K – 985
2018
Q2 		$859K Sell
16,392
-7,784
-32% -$400K 0.05% 354
2018
Q1 		$1.2M Buy
24,176
+7,516
+45% +$383K 0.07% 273
2017
Q4 		$853K Sell
16,660
-2,106
-11% -$106K 0.05% 322
2017
Q3 		$930K Sell
18,766
-742
-4% -$35.7K 0.06% 333
2017
Q2 		$948K Buy
19,508
+30
+0.2% +$1.44K 0.06% 321
2017
Q1 		$946K Buy
19,478
+1,440
+8% +$69.3K 0.06% 313
2016
Q4 		$852K Buy
18,038
+10,062
+126% +$451K 0.06% 308
2016
Q3 		$346K Buy
7,976
+662
+9% +$28.4K 0.03% 530
2016
Q2 		$299K Buy
+7,314
New +$299K 0.02% 564

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
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
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Cetera Advisors's MDYV Position: Q1 2024 in Review

Cetera Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 20% in Q1 2024, selling an estimated $303K and leaving 16,632 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1041.

Cetera Advisors first reported a position in MDYV in Q2 2016 and has held it in 16 quarters since. The position peaked at $1.53M in Q4 2023. 356 funds tracked by Wall St. Rank hold MDYV as of Q1 2024.

  • Cetera Advisors held 16,632 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.26M as of Q1 2024.
  • Cetera Advisors sold 4,190 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2024, an estimated $303K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1041 holding.
  • Cetera Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2016 and has held it in 16 quarters since.
  • Cetera Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.53M 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.