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Laurel Wealth Advisors (California)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-3,125
Closed -$220K – 710
2022
Q1 		$220K Buy
3,125
+44
+1% +$3.05K 0.02% 695
2021
Q4 		$219K Sell
3,081
-56
-2% -$3.92K 0.02% 734
2021
Q3 		$208K Buy
3,137
+1
+0% +$67 0.04% 437
2021
Q2 		$212K Buy
+3,136
New +$215K 0.03% 484

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
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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

Laurel Wealth Advisors (California)'s MDYV Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2022, closing a stake of 3,125 shares — an estimated $220K sold.

Laurel Wealth Advisors (California) first reported a position in MDYV in Q2 2021 and held it in 4 quarters. The position peaked at $220K in Q1 2022. 274 funds tracked by Wall St. Rank hold MDYV as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,125 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2022, an estimated $220K.
  • Laurel Wealth Advisors (California) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $220K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.