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Professional Financial Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Professional Financial Advisors’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
Q4 		– Sell
-91
Closed -$5K – 299
2022
Q3 		$5K Hold
91
– – ﹤0.01% 365
2022
Q2 		$6K Hold
91
– – ﹤0.01% 353
2022
Q1 		$6K Buy
+91
New +$6.31K ﹤0.01% 361

Other funds holding MDYV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Professional Financial Advisors's MDYV Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2022, closing a stake of 91 shares — an estimated $5K sold.

Professional Financial Advisors first reported a position in MDYV in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 315 funds tracked by Wall St. Rank hold MDYV as of Q4 2022.

  • Professional Financial Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 91 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2022, an estimated $5K.
  • Professional Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and held it in 3 quarters.
  • Professional Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6K in Q2 2022.
  • 315 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.