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

SeaCrest Wealth Management’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 Q3	–	Sell	-1,612	Closed	-$98K	–	1130
2022 Q2	$98K	Buy	+1,612	New	+$106K	0.01%	864
2020 Q1	–	Sell	-3,766	Closed	-$206K	–	554
2019 Q4	$206K	Sell	3,766 -200	-5%	-$10.5K	0.03%	498
2019 Q3	$204K	Buy	+3,966	New	+$200K	0.04%	491
2019 Q2	–	Sell	-3,804	Closed	-$192K	–	1298
2019 Q1	$192K	Sell	3,804 -40	-1%	-$1.99K	0.03%	480
2018 Q4	$171K	Sell	3,844 -1,988	-34%	-$97.6K	0.04%	470
2018 Q3	$313K	Hold	5,832	–	–	0.05%	377
2018 Q2	$303K	Sell	5,832 -68	-1%	-$3.49K	0.05%	372
2018 Q1	$293K	Buy	5,900 +436	+8%	+$22.2K	0.05%	369
2017 Q4	$281K	Buy	+5,464	New	+$276K	0.05%	390

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

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

SeaCrest Wealth Management's MDYV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2022, closing a stake of 1,612 shares — an estimated $98K sold.

SeaCrest Wealth Management first reported a position in MDYV in Q4 2017 and held it in 9 quarters. The position peaked at $313K in Q3 2018. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

SeaCrest Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,612 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $98K.
SeaCrest Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and held it in 9 quarters.
SeaCrest Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $313K in Q3 2018.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.