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

Sowell 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 Q1	–	Sell	-34,507	Closed	-$2.23M	–	810
2022 Q4	$2.23M	Buy	+34,507	New	+$2.21M	0.14%	170
2021 Q2	–	Sell	-635	Closed	-$44K	–	1833
2021 Q1	$44K	Buy	635 +385	+154%	+$23.6K	﹤0.01%	1709
2020 Q4	$14K	Hold	250	–	–	﹤0.01%	1887
2020 Q3	$11K	Buy	+250	New	+$11.1K	﹤0.01%	1780
2020 Q2	–	Sell	-382	Closed	-$13K	–	2584
2020 Q1	$13K	Sell	382 -1,920	-83%	-$92.6K	﹤0.01%	1529
2019 Q4	$126K	Sell	2,302 -3,378	-59%	-$178K	0.01%	839
2019 Q3	$291K	Buy	+5,680	New	+$287K	0.02%	543

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Sowell Financial Services's MDYV Position: Q1 2023 in Review

Sowell Financial Services sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2023, closing a stake of 34,507 shares — an estimated $2.23M sold.

Sowell Financial Services first reported a position in MDYV in Q3 2019 and held it in 7 quarters. The position peaked at $2.23M in Q4 2022. 308 funds tracked by Wall St. Rank hold MDYV as of Q1 2023.

Sowell Financial Services reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Sowell Financial Services sold 34,507 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2023, an estimated $2.23M.
Sowell Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.23M in Q4 2022.
308 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2023.

Based on Sowell Financial Services's 13F filing for Q1 2023, filed 12 May 2023.