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Mystic Asset Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Mystic Asset 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
2022
Q1 		– Sell
-50
Closed -$3K – 303
2021
Q4 		$3K Buy
+50
New +$3.5K ﹤0.01% 402

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CCMG
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LPL Financial
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Financial Engines Advisors
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NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Mystic Asset Management's MDYV Position: Q1 2022 in Review

Mystic Asset Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2022, closing a stake of 50 shares — an estimated $3K sold.

Mystic Asset Management first reported a position in MDYV in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 297 funds tracked by Wall St. Rank hold MDYV as of Q1 2022.

  • Mystic Asset Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Mystic Asset Management sold 50 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2022, an estimated $3K.
  • Mystic Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Mystic Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2022.

Based on Mystic Asset Management's 13F filing for Q1 2022, filed 11 May 2022.