JP Morgan Private Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

JP Morgan Private Wealth 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
2023 Q2	–	Sell	-3,260	Closed	-$215K	–	1732
2023 Q1	$215K	Buy	+3,260	New	+$224K	﹤0.01%	1804
2022 Q2	–	Sell	-4,072	Closed	-$287K	–	1983
2022 Q1	$287K	Buy	4,072 +493	+14%	+$34.2K	﹤0.01%	1765
2021 Q4	$254K	Buy	3,579 +108	+3%	+$7.55K	﹤0.01%	1815
2021 Q3	$230K	Buy	+3,471	New	+$234K	﹤0.01%	1796

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MDYV Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2023, closing a stake of 3,260 shares — an estimated $215K sold.

JP Morgan Private Wealth Advisors first reported a position in MDYV in Q3 2021 and held it in 4 quarters. The position peaked at $287K in Q1 2022. 302 funds tracked by Wall St. Rank hold MDYV as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,260 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2023, an estimated $215K.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2021 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $287K in Q1 2022.
302 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.