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Okabena Investment Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Okabena Investment Services’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
-20,842
Closed -$7.97M – 230
2022
Q4 		$7.97M Buy
+20,842
New +$1.34M 5.28% 2

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

Okabena Investment Services's MDYV Position: Q1 2023 in Review

Okabena Investment Services sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2023, closing a stake of 20,842 shares — an estimated $7.97M sold.

Okabena Investment Services first reported a position in MDYV in Q4 2022 and held it in 1 quarter. The position peaked at $7.97M in Q4 2022. 309 funds tracked by Wall St. Rank hold MDYV as of Q1 2023.

  • Okabena Investment Services reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Okabena Investment Services sold 20,842 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2023, an estimated $7.97M.
  • Okabena Investment Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Okabena Investment Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $7.97M in Q4 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 Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.