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Crescent Capital Consulting’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Crescent Capital Consulting’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
-27
Closed -$1K – 532
2020
Q4 		$1K Buy
+27
New +$1.36K ﹤0.01% 448

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OPS
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FWP
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AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
TC
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Osaic Holdings
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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

Crescent Capital Consulting's MDYV Position: Q1 2021 in Review

Crescent Capital Consulting sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2021, closing a stake of 27 shares — an estimated $1K sold.

Crescent Capital Consulting first reported a position in MDYV in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 216 funds tracked by Wall St. Rank hold MDYV as of Q1 2021.

  • Crescent Capital Consulting reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Crescent Capital Consulting sold 27 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2021, an estimated $1K.
  • Crescent Capital Consulting first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Crescent Capital Consulting's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1K 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 Crescent Capital Consulting's 13F filing for Q1 2021, filed 15 Apr 2021.