John W. Brooker & Co’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

John W. Brooker & Co’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 Q4	–	Sell	-210	Closed	-$12K	–	132
2022 Q3	$12K	Hold	210	–	–	0.01%	140
2022 Q2	$13K	Hold	210	–	–	0.01%	137
2022 Q1	$15K	Hold	210	–	–	0.01%	137
2021 Q4	$15K	Hold	210	–	–	0.01%	138
2021 Q3	$14K	Hold	210	–	–	0.01%	134
2021 Q2	$14K	Hold	210	–	–	0.01%	128
2021 Q1	$14K	Hold	210	–	–	0.01%	116
2020 Q4	$12K	Hold	210	–	–	0.01%	115
2020 Q3	$9K	Hold	210	–	–	0.01%	116
2020 Q2	$9K	Hold	210	–	–	0.01%	119
2020 Q1	$7K	Hold	210	–	–	0.01%	127
2019 Q4	$12K	Buy	+210	New	+$11.1K	0.01%	123

Other funds holding MDYV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

John W. Brooker & Co's MDYV Position: Q4 2022 in Review

John W. Brooker & Co sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2022, closing a stake of 210 shares — an estimated $12K sold.

John W. Brooker & Co first reported a position in MDYV in Q4 2019 and held it in 12 quarters. The position peaked at $15K in Q1 2022. 315 funds tracked by Wall St. Rank hold MDYV as of Q4 2022.

John W. Brooker & Co reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2022 after selling out during the quarter.
John W. Brooker & Co sold 210 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2022, an estimated $12K.
John W. Brooker & Co first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 12 quarters.
John W. Brooker & Co's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $15K in Q1 2022.
315 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.