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

JD Financial 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
2021
Q4 		$256K Hold
3,600
– – 0.21% 30
2021
Q3 		$238K Hold
3,600
– – 0.22% 31
2021
Q2 		$243K Hold
3,600
– – 0.23% 30
2021
Q1 		$236K Sell
3,600
-1,000
-22% -$61.3K 0.3% 39
2020
Q4 		$255K Buy
+4,600
New +$232K 0.28% 41

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

JD Financial Services's MDYV Position: Q4 2021 in Review

JD Financial Services held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q4 2021 at 3,600 shares worth $256K. The position accounts for 0.21% of the portfolio, ranked #30.

JD Financial Services first reported a position in MDYV in Q4 2020 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold MDYV as of Q4 2021.

  • JD Financial Services held 3,600 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $256K as of Q4 2021.
  • JD Financial Services left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q4 2021.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.21% of JD Financial Services's portfolio in Q4 2021, its #30 holding.
  • JD Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 5 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.