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

Prospera Financial Services’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
Q4 		– Sell
-62,123
Closed -$4.03M – 1090
2023
Q3 		$4.03M Buy
+62,123
New +$4.26M 0.16% 147
2022
Q2 		– Sell
-750
Closed -$53K – 2199
2022
Q1 		$53K Buy
+750
New +$52K ﹤0.01% 1354
2020
Q4 		– Sell
-750
Closed -$33K – 1201
2020
Q3 		$33K Buy
+750
New +$33.2K 0.01% 756

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Prospera Financial Services's MDYV Position: Q4 2023 in Review

Prospera Financial Services sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2023, closing a stake of 62,123 shares — an estimated $4.03M sold.

Prospera Financial Services first reported a position in MDYV in Q3 2020 and held it in 3 quarters. The position peaked at $4.03M in Q3 2023. 346 funds tracked by Wall St. Rank hold MDYV as of Q4 2023.

  • Prospera Financial Services reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Prospera Financial Services sold 62,123 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2023, an estimated $4.03M.
  • Prospera Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.03M in Q3 2023.
  • 346 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.