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Parkside Financial Bank & Trust’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-448
Closed -$29.6K – 2067
2023
Q1 		$29.6K Buy
+448
New +$30.8K 0.01% 764
2020
Q1 		– Sell
-853
Closed -$47K – 1567
2019
Q4 		$47K Sell
853
-77
-8% -$4.06K 0.01% 445
2019
Q3 		$48K Buy
930
+52
+6% +$2.63K 0.02% 417
2019
Q2 		$45K Sell
878
-422
-32% -$21.5K 0.01% 425
2019
Q1 		$65K Sell
1,300
-65
-5% -$3.23K 0.02% 321
2018
Q4 		$61K Buy
1,365
+143
+12% +$7.02K 0.02% 318
2018
Q3 		$66K Sell
1,222
-91
-7% -$4.88K 0.02% 312
2018
Q2 		$68K Sell
1,313
-1
-0.1% -$51 0.03% 298
2018
Q1 		$65K Sell
1,314
-46
-3% -$2.34K 0.02% 302
2017
Q4 		$70K Hold
1,360
– – 0.03% 296
2017
Q3 		$67K Sell
1,360
-26
-2% -$1.25K 0.03% 282
2017
Q2 		$67K Sell
1,386
-16
-1% -$766 0.03% 272
2017
Q1 		$67K Buy
1,402
+230
+20% +$11.1K 0.03% 275
2016
Q4 		$55K Sell
1,172
-132
-10% -$5.92K 0.02% 317
2016
Q3 		$56K Buy
1,304
+160
+14% +$6.85K 0.03% 339
2016
Q2 		$47K Buy
1,144
+6
+0.5% +$245 0.02% 348
2016
Q1 		$46K Buy
1,138
+80
+8% +$2.94K 0.02% 343
2015
Q4 		$40K Buy
+1,058
New +$42.4K 0.02% 365

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Parkside Financial Bank & Trust's MDYV Position: Q2 2023 in Review

Parkside Financial Bank & Trust sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2023, closing a stake of 448 shares — an estimated $29.6K sold.

Parkside Financial Bank & Trust first reported a position in MDYV in Q4 2015 and held it in 18 quarters. The position peaked at $70K in Q4 2017. 302 funds tracked by Wall St. Rank hold MDYV as of Q2 2023.

  • Parkside Financial Bank & Trust reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 448 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2023, an estimated $29.6K.
  • Parkside Financial Bank & Trust first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2015 and held it in 18 quarters.
  • Parkside Financial Bank & Trust's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $70K in Q4 2017.
  • 302 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.