Rockland Trust’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Rockland Trust’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 Q2	–	Sell	-3,120	Closed	-$220K	–	311
2022 Q1	$220K	Sell	3,120 -412	-12%	-$28.6K	0.01%	300
2021 Q4	$251K	Sell	3,532 -135	-4%	-$9.44K	0.02%	268
2021 Q3	$243K	Sell	3,667 -2,685	-42%	-$181K	0.02%	258
2021 Q2	$429K	Sell	6,352 -1,018	-14%	-$69.8K	0.03%	204
2021 Q1	$482K	Sell	7,370 -1,114	-13%	-$68.3K	0.03%	194
2020 Q4	$471K	Sell	8,484 -2,834	-25%	-$143K	0.04%	191
2020 Q3	$491K	Sell	11,318 -1,753	-13%	-$77.7K	0.04%	182
2020 Q2	$557K	Buy	+13,071	New	+$526K	0.05%	166

Other funds holding MDYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Rockland Trust's MDYV Position: Q2 2022 in Review

Rockland Trust sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2022, closing a stake of 3,120 shares — an estimated $220K sold.

Rockland Trust first reported a position in MDYV in Q2 2020 and held it in 8 quarters. The position peaked at $557K in Q2 2020. 274 funds tracked by Wall St. Rank hold MDYV as of Q2 2022.

Rockland Trust reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Rockland Trust sold 3,120 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2022, an estimated $220K.
Rockland Trust first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2020 and held it in 8 quarters.
Rockland Trust's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $557K in Q2 2020.
274 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2022.

Based on Rockland Trust's 13F filing for Q2 2022, filed 13 Jul 2022.