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Money Concepts Capital’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-644
Closed -$41.7K – 1912
2022
Q4 		$41.7K Buy
644
+7
+1% +$449 ﹤0.01% 1319
2022
Q3 		$37K Hold
637
– – ﹤0.01% 778
2022
Q2 		$39K Hold
637
– – ﹤0.01% 749
2022
Q1 		$45K Buy
637
+14
+2% +$970 ﹤0.01% 1280
2021
Q4 		$44K Buy
+623
New +$43.6K ﹤0.01% 606

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Money Concepts Capital's MDYV Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2023, closing a stake of 644 shares — an estimated $41.7K sold.

Money Concepts Capital first reported a position in MDYV in Q4 2021 and held it in 5 quarters. The position peaked at $45K in Q1 2022. 309 funds tracked by Wall St. Rank hold MDYV as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 644 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2023, an estimated $41.7K.
  • Money Concepts Capital first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $45K in Q1 2022.
  • 309 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.