First Allied Advisory Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

First Allied Advisory Services’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 Q3	$228K	Sell	5,255 -107	-2%	-$4.74K	0.01%	1020
2020 Q2	$229K	Buy	+5,362	New	+$216K	0.01%	938
2019 Q4	–	Sell	-1,928	Closed	-$99K	–	1444
2019 Q3	$99K	Buy	+1,928	New	+$97.4K	﹤0.01%	1242
2018 Q1	–	Sell	-212	Closed	-$11K	–	1342
2017 Q4	$11K	Buy	+212	New	+$10.7K	﹤0.01%	1450

Other funds holding MDYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

First Allied Advisory Services's MDYV Position: Q3 2020 in Review

First Allied Advisory Services reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2% in Q3 2020, selling an estimated $4.74K and leaving 5,255 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #1020.

First Allied Advisory Services first reported a position in MDYV in Q4 2017 and has held it in 4 quarters since. The position peaked at $229K in Q2 2020. 181 funds tracked by Wall St. Rank hold MDYV as of Q3 2020.

First Allied Advisory Services held 5,255 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $228K as of Q3 2020.
First Allied Advisory Services sold 107 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2020, an estimated $4.74K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1020 holding.
First Allied Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and has held it in 4 quarters since.
First Allied Advisory Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $229K in Q2 2020.
181 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.