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O'Dell Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

O'Dell 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
2023
Q3 		– Sell
-1,172
Closed -$80.6K – 310
2023
Q2 		$80.6K Buy
+1,172
New +$76.6K 0.02% 149

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

O'Dell Group's MDYV Position: Q3 2023 in Review

O'Dell Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2023, closing a stake of 1,172 shares — an estimated $80.6K sold.

O'Dell Group first reported a position in MDYV in Q2 2023 and held it in 1 quarter. The position peaked at $80.6K in Q2 2023. 303 funds tracked by Wall St. Rank hold MDYV as of Q3 2023.

  • O'Dell Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • O'Dell Group sold 1,172 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2023, an estimated $80.6K.
  • O'Dell Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • O'Dell Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $80.6K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2023.

Based on O'Dell Group's 13F filing for Q3 2023, filed 13 Nov 2023.