PCMC
MDYV icon

Private Capital Management (Colorado)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Private Capital Management (Colorado)’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
2024
Q4 		$14.4K Hold
180
– – ﹤0.01% 196
2024
Q3 		$14.3K Hold
180
– – ﹤0.01% 266
2024
Q2 		$13.1K Sell
180
-384
-68% -$28.2K ﹤0.01% 220
2024
Q1 		$42.9K Buy
+564
New +$40.8K 0.01% 196

Other funds holding MDYV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Capital Management (Colorado)'s MDYV Position: Q4 2024 in Review

Private Capital Management (Colorado) held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q4 2024 at 180 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Private Capital Management (Colorado) first reported a position in MDYV in Q1 2024 and has held it in 4 quarters since. The position peaked at $42.9K in Q1 2024. 373 funds tracked by Wall St. Rank hold MDYV as of Q4 2024.

  • Private Capital Management (Colorado) held 180 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $14.4K as of Q4 2024.
  • Private Capital Management (Colorado) left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q4 2024.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #196 holding.
  • Private Capital Management (Colorado) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and has held it in 4 quarters since.
  • Private Capital Management (Colorado)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $42.9K in Q1 2024.
  • 373 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.