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Next Financial Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Next Financial Group’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
2021
Q4 		$8K Hold
118
– – ﹤0.01% 2271
2021
Q3 		$8K Buy
118
+11
+10% +$741 ﹤0.01% 2095
2021
Q2 		$7K Hold
107
– – ﹤0.01% 2106
2021
Q1 		$7K Sell
107
-6,579
-98% -$404K ﹤0.01% 2000
2020
Q4 		$371K Buy
6,686
+6,643
+15,449% +$335K 0.04% 477
2020
Q3 		$2K Buy
+43
New +$1.91K ﹤0.01% 2028
2017
Q4 		– Sell
-800
Closed -$40K – 935
2017
Q3 		$40K Sell
800
-1,200
-60% -$57.7K 0.01% 765
2017
Q2 		$96K Sell
2,000
-950
-32% -$45.5K 0.02% 555
2017
Q1 		$142K Sell
2,950
-200
-6% -$9.62K 0.04% 397
2016
Q4 		$148K Sell
3,150
-100
-3% -$4.49K 0.03% 567
2016
Q3 		$140K Buy
3,250
+200
+7% +$8.57K 0.03% 565
2016
Q2 		$126K Buy
3,050
+550
+22% +$22.4K 0.04% 400
2016
Q1 		$100K Sell
2,500
-1,240
-33% -$45.6K 0.04% 427
2015
Q4 		$142K Hold
3,740
– – 0.05% 338
2015
Q3 		$143K Buy
3,740
+1,140
+44% +$46.5K 0.05% 350
2015
Q2 		$111K Buy
2,600
+1,600
+160% +$70.3K 0.04% 435
2015
Q1 		$43K Buy
+1,000
New +$42.7K 0.01% 715

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Next Financial Group's MDYV Position: Q4 2021 in Review

Next Financial Group held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q4 2021 at 118 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Next Financial Group first reported a position in MDYV in Q1 2015 and has held it in 17 quarters since. The position peaked at $371K in Q4 2020. 265 funds tracked by Wall St. Rank hold MDYV as of Q4 2021.

  • Next Financial Group held 118 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $8K as of Q4 2021.
  • Next Financial Group left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q4 2021.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2271 holding.
  • Next Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2015 and has held it in 17 quarters since.
  • Next Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $371K in Q4 2020.
  • 265 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.