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Joseph P. Lucia & Associates’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Joseph P. Lucia & Associates’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 		– Sell
-220
Closed -$13K – 302
2022
Q2 		$13K Hold
220
– – 0.01% 294
2022
Q1 		$15K Buy
+220
New +$15.2K 0.01% 291
2021
Q4 		– Sell
-220
Closed -$15K – 379
2021
Q3 		$15K Hold
220
– – 0.01% 340
2021
Q2 		$15K Hold
220
– – 0.01% 346
2021
Q1 		$14K Hold
220
– – 0.01% 329
2020
Q4 		$12K Buy
+220
New +$11.1K 0.01% 321
2020
Q3 		– Sell
-220
Closed -$9K – 305
2020
Q2 		$9K Hold
220
– – 0.01% 326
2020
Q1 		$8K Hold
220
– – 0.01% 306
2019
Q4 		$12K Hold
220
– – 0.01% 299
2019
Q3 		$11K Hold
220
– – 0.01% 310
2019
Q2 		$11K Sell
220
-11,246
-98% -$573K 0.01% 298
2019
Q1 		$220 Buy
+11,466
New +$570K 0.02% 213

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

Joseph P. Lucia & Associates's MDYV Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2022, closing a stake of 220 shares — an estimated $13K sold.

Joseph P. Lucia & Associates first reported a position in MDYV in Q1 2019 and held it in 12 quarters. The position peaked at $15K in Q1 2022. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 220 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $13K.
  • Joseph P. Lucia & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 12 quarters.
  • Joseph P. Lucia & Associates's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $15K 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 Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.