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

Ropes Wealth 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
2021
Q1 		– Sell
-450
Closed -$25K – 565
2020
Q4 		$25K Buy
+450
New +$22.7K ﹤0.01% 462

Other funds holding MDYV

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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
Osaic Holdings
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ropes Wealth Advisors's MDYV Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2021, closing a stake of 450 shares — an estimated $25K sold.

Ropes Wealth Advisors first reported a position in MDYV in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 216 funds tracked by Wall St. Rank hold MDYV as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 450 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2021, an estimated $25K.
  • Ropes Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $25K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.