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Disciplined Investments’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Disciplined Investments’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
-123
Closed -$5K – 372
2020
Q3 		$5K Hold
123
– – ﹤0.01% 300
2020
Q2 		$5K Sell
123
-137
-53% -$5.52K ﹤0.01% 309
2020
Q1 		$9K Buy
260
+137
+111% +$6.61K 0.01% 279
2019
Q4 		$7K Buy
+123
New +$6.49K 0.01% 311

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

Disciplined Investments's MDYV Position: Q4 2020 in Review

Disciplined Investments sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2020, closing a stake of 123 shares — an estimated $5K sold.

Disciplined Investments first reported a position in MDYV in Q4 2019 and held it in 4 quarters. The position peaked at $9K in Q1 2020. 208 funds tracked by Wall St. Rank hold MDYV as of Q4 2020.

  • Disciplined Investments reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 123 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2020, an estimated $5K.
  • Disciplined Investments first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 4 quarters.
  • Disciplined Investments's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $9K in Q1 2020.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.