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

Fullen Financial Group’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
Q1 		$1.9M Buy
28,981
+143
+0.5% +$9.82K 1.02% 22
2022
Q4 		$2.08M Sell
28,838
-1,214
-4% -$77.9K 1.18% 22
2022
Q3 		$1.94M Buy
30,052
+346
+1% +$22.1K 1.23% 22
2022
Q2 		$1.8M Buy
29,706
+807
+3% +$52.9K 1.16% 22
2022
Q1 		$2.03M Sell
28,899
-815
-3% -$56.5K 1.19% 23
2021
Q4 		$2.11M Sell
29,714
-82
-0.3% -$5.74K 1.18% 24
2021
Q3 		$2.01M Sell
29,796
-100
-0.3% -$6.74K 1.15% 24
2021
Q2 		$2.02M Sell
29,896
-57
-0.2% -$3.91K 1.19% 22
2021
Q1 		$1.96M Buy
29,953
+240
+0.8% +$14.7K 1.25% 23
2020
Q4 		$1.65M Buy
29,713
+529
+2% +$26.7K 1.12% 24
2020
Q3 		$1.27M Buy
29,184
+740
+3% +$32.8K 0.96% 25
2020
Q2 		$1.21M Buy
+28,444
New +$1.15M 1.01% 25

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
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

Fullen Financial Group's MDYV Position: Q1 2023 in Review

Fullen Financial Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.5% in Q1 2023, buying an estimated $9.82K and bringing the position to 28,981 shares worth $1.9M. The position accounts for 1.02% of the portfolio, ranked #22.

Fullen Financial Group first reported a position in MDYV in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.11M in Q4 2021. 309 funds tracked by Wall St. Rank hold MDYV as of Q1 2023.

  • Fullen Financial Group held 28,981 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.9M as of Q1 2023.
  • Fullen Financial Group bought 143 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2023, an estimated $9.82K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 1.02% of Fullen Financial Group's portfolio in Q1 2023, its #22 holding.
  • Fullen Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2020 and has held it in 12 quarters since.
  • Fullen Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.11M in Q4 2021.
  • 309 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.