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Patriot Financial Group Insurance Agency’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Patriot Financial Group Insurance Agency’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
-622
Closed -$38K – 1318
2022
Q2 		$38K Buy
622
+25
+4% +$1.64K 0.01% 813
2022
Q1 		$42K Sell
597
-43
-7% -$2.98K 0.01% 832
2021
Q4 		$46K Sell
640
-71
-10% -$4.97K 0.01% 900
2021
Q3 		$47K Sell
711
-8
-1% -$539 0.01% 885
2021
Q2 		$49K Buy
719
+50
+7% +$3.43K 0.01% 842
2021
Q1 		$44K Buy
669
+477
+248% +$29.3K 0.01% 809
2020
Q4 		$11K Hold
192
– – ﹤0.01% 1187
2020
Q3 		$8K Hold
192
– – ﹤0.01% 1097
2020
Q2 		$8K Sell
192
-162
-46% -$6.53K ﹤0.01% 1041
2020
Q1 		$12K Sell
354
-16,188
-98% -$780K 0.01% 804
2019
Q4 		$906K Buy
16,542
+16,342
+8,171% +$862K 0.34% 54
2019
Q3 		$10K Hold
200
– – ﹤0.01% 805
2019
Q2 		$10K Hold
200
– – ﹤0.01% 809
2019
Q1 		$10K Buy
200
+128
+178% +$6.36K 0.01% 703
2018
Q4 		$3K Hold
72
– – ﹤0.01% 796
2018
Q3 		$4K Buy
+72
New +$3.86K ﹤0.01% 783

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 $445B AUM 25.58% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 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 $1.64B AUM 15.04% 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

Patriot Financial Group Insurance Agency's MDYV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2022, closing a stake of 622 shares — an estimated $38K sold.

Patriot Financial Group Insurance Agency first reported a position in MDYV in Q3 2018 and held it in 16 quarters. The position peaked at $906K in Q4 2019. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 622 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $38K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2018 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $906K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.