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

Destiny Capital Securities’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
Q3 		$246K Buy
+3,786
New +$260K 0.2% 46

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 $56.3B AUM 17.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Destiny Capital Securities's MDYV Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2023: 3,786 shares worth $246K. The stake represents 0.2% of the portfolio and ranks #46 among its holdings.

303 funds tracked by Wall St. Rank hold MDYV as of Q3 2023.

  • Destiny Capital Securities held 3,786 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $246K as of Q3 2023.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Destiny Capital Securities position in Q3 2023.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.2% of Destiny Capital Securities's portfolio in Q3 2023, its #46 holding.
  • 303 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.