PFO
MDYV icon

Pathstone Family Office’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Pathstone Family Office’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 		$4.75M Buy
+73,280
New +$5.03M 0.04% 278

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 $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
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
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Pathstone Family Office's MDYV Position: Q3 2023 in Review

Pathstone Family Office opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2023: 73,280 shares worth $4.75M. The stake represents 0.04% of the portfolio and ranks #278 among its holdings.

304 funds tracked by Wall St. Rank hold MDYV as of Q3 2023.

  • Pathstone Family Office held 73,280 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.75M as of Q3 2023.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Pathstone Family Office position in Q3 2023.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Pathstone Family Office's portfolio in Q3 2023, its #278 holding.
  • 304 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.