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Clear Harbor Asset Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Clear Harbor Asset Management’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
Q4 		– Sell
-350
Closed -$15.2K – 558
2020
Q3 		$15.2K Buy
+350
New +$15.5K ﹤0.01% 536
2020
Q1 		– Sell
-350
Closed -$19.2K – 519
2019
Q4 		$19.2K Buy
+350
New +$18.5K ﹤0.01% 526

Other funds holding MDYV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Harbor Asset Management's MDYV Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2020, closing a stake of 350 shares — an estimated $15.2K sold.

Clear Harbor Asset Management first reported a position in MDYV in Q4 2019 and held it in 2 quarters. The position peaked at $19.2K in Q4 2019. 208 funds tracked by Wall St. Rank hold MDYV as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 350 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2020, an estimated $15.2K.
  • Clear Harbor Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $19.2K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.