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Focus Financial Network’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Focus Financial Network’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
2024
Q1 		– Sell
-3,285
Closed -$241K – 704
2023
Q4 		$241K Sell
3,285
-352
-10% -$23.3K 0.01% 636
2023
Q3 		$236K Sell
3,637
-33
-0.9% -$2.27K 0.01% 527
2023
Q2 		$252K Buy
3,670
+20
+0.5% +$1.31K 0.01% 510
2023
Q1 		$241K Sell
3,650
-202
-5% -$13.9K 0.02% 494
2022
Q4 		$249K Buy
3,852
+46
+1% +$2.95K 0.02% 405
2022
Q3 		$220K Buy
3,806
+277
+8% +$17.7K 0.02% 438
2022
Q2 		$214K Buy
3,529
+76
+2% +$4.98K 0.02% 457
2022
Q1 		$243K Buy
+3,453
New +$239K 0.02% 449
2020
Q4 		– Sell
-6,444
Closed -$280K – 457
2020
Q3 		$280K Sell
6,444
-9,471
-60% -$420K 0.03% 357
2020
Q2 		$678K Sell
15,915
-2,661
-14% -$107K 0.08% 202
2020
Q1 		$655K Sell
18,576
-1,117
-6% -$53.9K 0.09% 181
2019
Q4 		$1.08M Buy
19,693
+525
+3% +$27.7K 0.13% 144
2019
Q3 		$984K Buy
19,168
+58
+0.3% +$2.93K 0.14% 138
2019
Q2 		$982K Buy
19,110
+4,245
+29% +$216K 0.15% 132
2019
Q1 		$749K Buy
+14,865
New +$738K 0.12% 155

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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Focus Financial Network's MDYV Position: Q1 2024 in Review

Focus Financial Network sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2024, closing a stake of 3,285 shares — an estimated $241K sold.

Focus Financial Network first reported a position in MDYV in Q1 2019 and held it in 15 quarters. The position peaked at $1.08M in Q4 2019. 356 funds tracked by Wall St. Rank hold MDYV as of Q1 2024.

  • Focus Financial Network reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 3,285 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2024, an estimated $241K.
  • Focus Financial Network first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 15 quarters.
  • Focus Financial Network's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.08M in Q4 2019.
  • 356 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.