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

Hoover Financial Advisors’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
2021 Q2	$124K	Buy	1,829 +301	+20%	+$20.7K	0.02%	179
2021 Q1	$106K	Buy	1,528 +1,092	+250%	+$67K	0.02%	186
2020 Q4	$26K	Buy	436 +1	+0.2%	+$50	0.01%	306
2020 Q3	$19K	Hold	435	–	–	0.01%	155
2020 Q2	$19K	Buy	+435	New	+$17.5K	0.01%	285

Other funds holding MDYV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

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

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Hoover Financial Advisors's MDYV Position: Q2 2021 in Review

Hoover Financial Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 20% in Q2 2021, buying an estimated $20.7K and bringing the position to 1,829 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #179.

Hoover Financial Advisors first reported a position in MDYV in Q2 2020 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold MDYV as of Q2 2021.

Hoover Financial Advisors held 1,829 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $124K as of Q2 2021.
Hoover Financial Advisors bought 301 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2021, an estimated $20.7K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #179 holding.
Hoover Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2020 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.