SMFS
MDYV icon

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

Squar Milner 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
2020
Q2 		– Sell
-3,106
Closed -$109K – 503
2020
Q1 		$109K Buy
3,106
+370
+14% +$17.8K 0.07% 243
2019
Q4 		$149K Buy
+2,736
New +$144K 0.07% 249
2019
Q3 		– Sell
-1,869
Closed -$96K – 515
2019
Q2 		$96K Buy
1,869
+86
+5% +$4.38K 0.06% 281
2019
Q1 		$89K Buy
+1,783
New +$88.6K 0.07% 270

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Squar Milner Financial Services's MDYV Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2020, closing a stake of 3,106 shares — an estimated $109K sold.

Squar Milner Financial Services first reported a position in MDYV in Q1 2019 and held it in 4 quarters. The position peaked at $149K in Q4 2019. 179 funds tracked by Wall St. Rank hold MDYV as of Q2 2020.

  • Squar Milner Financial Services reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,106 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2020, an estimated $109K.
  • Squar Milner Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $149K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.