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Oppenheimer & Co’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Oppenheimer & Co’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
Q3 		– Sell
-3,807
Closed -$230K – 1427
2022
Q2 		$230K Sell
3,807
-195
-5% -$12.8K 0.01% 1205
2022
Q1 		$282K Buy
+4,002
New +$277K 0.01% 1225

Other funds holding MDYV

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Oppenheimer & Co's MDYV Position: Q3 2022 in Review

Oppenheimer & Co sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2022, closing a stake of 3,807 shares — an estimated $230K sold.

Oppenheimer & Co first reported a position in MDYV in Q1 2022 and held it in 2 quarters. The position peaked at $282K in Q1 2022. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

  • Oppenheimer & Co reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 3,807 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $230K.
  • Oppenheimer & Co first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and held it in 2 quarters.
  • Oppenheimer & Co's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $282K in Q1 2022.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

Based on Oppenheimer & Co's 13F filing for Q3 2022, filed 14 Nov 2022.