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RMR Wealth Builders’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

RMR Wealth Builders’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
2020
Q4 		– Sell
-134,430
Closed -$5.83M – 541
2020
Q3 		$5.83M Buy
+134,430
New +$5.96M 1.51% 13

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RMR Wealth Builders's MDYV Position: Q4 2020 in Review

RMR Wealth Builders sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2020, closing a stake of 134,430 shares — an estimated $5.83M sold.

RMR Wealth Builders first reported a position in MDYV in Q3 2020 and held it in 1 quarter. The position peaked at $5.83M in Q3 2020. 208 funds tracked by Wall St. Rank hold MDYV as of Q4 2020.

  • RMR Wealth Builders reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 134,430 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2020, an estimated $5.83M.
  • RMR Wealth Builders first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5.83M in Q3 2020.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.