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

Opes Wealth 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
2020
Q2 		– Sell
-12,950
Closed -$457K – 70
2020
Q1 		$457K Sell
12,950
-4,549
-26% -$219K 0.34% 36
2019
Q4 		$959K Sell
17,499
-9,992
-36% -$527K 0.59% 29
2019
Q3 		$1.41M Buy
27,491
+482
+2% +$24.3K 0.93% 25
2019
Q2 		$1.39M Buy
27,009
+196
+0.7% +$9.99K 0.95% 24
2019
Q1 		$1.35M Buy
+26,813
New +$1.33M 0.99% 23

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Opes Wealth Management's MDYV Position: Q2 2020 in Review

Opes Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2020, closing a stake of 12,950 shares — an estimated $457K sold.

Opes Wealth Management first reported a position in MDYV in Q1 2019 and held it in 5 quarters. The position peaked at $1.41M in Q3 2019. 179 funds tracked by Wall St. Rank hold MDYV as of Q2 2020.

  • Opes Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Opes Wealth Management sold 12,950 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2020, an estimated $457K.
  • Opes Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 5 quarters.
  • Opes Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.41M in Q3 2019.
  • 179 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2020.

Based on Opes Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.