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H.L. Ormond & Company’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

H.L. Ormond & Company’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
2022
Q3 		$420K Sell
7,269
-13
-0.2% -$830 0.67% 67
2022
Q2 		$441K Sell
7,282
-7,504
-51% -$492K 0.71% 63
2022
Q1 		$1.04M Sell
14,786
-55
-0.4% -$3.81K 1.27% 29
2021
Q4 		$1.02M Buy
+14,841
New +$1.04M 1.2% 31

Other funds holding MDYV

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

H.L. Ormond & Company's MDYV Position: Q3 2022 in Review

H.L. Ormond & Company reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.18% in Q3 2022, selling an estimated $830 and leaving 7,269 shares worth $420K. The position accounts for 0.67% of the portfolio, ranked #67.

H.L. Ormond & Company first reported a position in MDYV in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.04M in Q1 2022. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

  • H.L. Ormond & Company held 7,269 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $420K as of Q3 2022.
  • H.L. Ormond & Company sold 13 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $830.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.67% of H.L. Ormond & Company's portfolio in Q3 2022, its #67 holding.
  • H.L. Ormond & Company first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.04M in Q1 2022.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.