Lion Street Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,275
Closed -$230K 160
2022
Q1
$230K Buy
+3,275
New +$227K 0.12% 128
2021
Q1
Sell
-9,452
Closed -$509K 30
2020
Q4
$509K Buy
+9,452
New +$477K 1.24% 20

Other funds holding MDYV

Lion Street Advisors's MDYV Position: Q2 2022 in Review

Lion Street Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2022, closing a stake of 3,275 shares — an estimated $230K sold.

Lion Street Advisors first reported a position in MDYV in Q4 2020 and held it in 2 quarters. The position peaked at $509K in Q4 2020. 274 funds tracked by Wall St. Rank hold MDYV as of Q2 2022.

  • Lion Street Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Lion Street Advisors sold 3,275 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2022, an estimated $230K.
  • Lion Street Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and held it in 2 quarters.
  • Lion Street Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $509K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2022.

Based on Lion Street Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.