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Cordasco Financial Network’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Cordasco Financial Network’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
2022
Q1 		– Sell
-6
Closed – – 575
2021
Q4 		$0 Buy
+6
New +$420 ﹤0.01% 584

Other funds holding MDYV

Envestnet Asset Management
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Cordasco Financial Network's MDYV Position: Q1 2022 in Review

Cordasco Financial Network sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2022, closing a stake of 6 shares.

Cordasco Financial Network first reported a position in MDYV in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 297 funds tracked by Wall St. Rank hold MDYV as of Q1 2022.

  • Cordasco Financial Network reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Cordasco Financial Network sold 6 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2022.
  • Cordasco Financial Network first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Cordasco Financial Network's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $0 in Q4 2021.
  • 297 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2022.

Based on Cordasco Financial Network's 13F filing for Q1 2022, filed 21 Apr 2022.