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

Dana Investment 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
2023
Q2 		– Sell
-20,630
Closed -$1.36M – 406
2023
Q1 		$1.36M Buy
+20,630
New +$1.42M 0.07% 199

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Dana Investment Advisors's MDYV Position: Q2 2023 in Review

Dana Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2023, closing a stake of 20,630 shares — an estimated $1.36M sold.

Dana Investment Advisors first reported a position in MDYV in Q1 2023 and held it in 1 quarter. The position peaked at $1.36M in Q1 2023. 302 funds tracked by Wall St. Rank hold MDYV as of Q2 2023.

  • Dana Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Dana Investment Advisors sold 20,630 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2023, an estimated $1.36M.
  • Dana Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Dana Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.36M in Q1 2023.
  • 302 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2023.

Based on Dana Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.