KPCM
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Kings Point Capital Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Kings Point Capital Management’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
2020
Q2 		– Sell
-300
Closed -$11K – 453
2020
Q1 		$11K Hold
300
– – ﹤0.01% 438
2019
Q4 		$16K Hold
300
– – ﹤0.01% 443
2019
Q3 		$15K Buy
+300
New +$15.2K ﹤0.01% 432

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Kings Point Capital Management's MDYV Position: Q2 2020 in Review

Kings Point Capital Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2020, closing a stake of 300 shares — an estimated $11K sold.

Kings Point Capital Management first reported a position in MDYV in Q3 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 179 funds tracked by Wall St. Rank hold MDYV as of Q2 2020.

  • Kings Point Capital Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 300 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2020, an estimated $11K.
  • Kings Point Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2019 and held it in 3 quarters.
  • Kings Point Capital Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $16K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2020.

Based on Kings Point Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.