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

SRH 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
2020 Q3	–	Sell	-530	Closed	-$23K	–	313
2020 Q2	$23K	Buy	530 +3	+0.6%	+$121	0.06%	116
2020 Q1	$19K	Buy	527 +5	+1%	+$241	0.05%	115
2019 Q4	$29K	Buy	522 +3	+0.6%	+$158	0.09%	104
2019 Q3	$27K	Buy	519 +2	+0.4%	+$101	0.09%	107
2019 Q2	$27K	Buy	517 +3	+0.6%	+$153	0.09%	110
2019 Q1	$26K	Buy	514 +2	+0.4%	+$99	0.09%	107
2018 Q4	$23K	Buy	512 +3	+0.6%	+$147	0.09%	110
2018 Q3	$27K	Buy	509 +2	+0.4%	+$107	0.09%	116
2018 Q2	$26K	Buy	507 +1	+0.2%	+$51	0.1%	118
2018 Q1	$25K	Buy	506 +4	+0.8%	+$204	0.1%	104
2017 Q4	$26K	Sell	502 -2	-0.4%	-$101	0.1%	100
2017 Q3	$25K	Buy	+504	New	+$24.2K	0.11%	99

Other funds holding MDYV

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

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

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

BFEC

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

FWP

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

CIM

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

SRH Advisors's MDYV Position: Q3 2020 in Review

SRH Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2020, closing a stake of 530 shares — an estimated $23K sold.

SRH Advisors first reported a position in MDYV in Q3 2017 and held it in 12 quarters. The position peaked at $29K in Q4 2019. 181 funds tracked by Wall St. Rank hold MDYV as of Q3 2020.

SRH Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2020 after selling out during the quarter.
SRH Advisors sold 530 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2020, an estimated $23K.
SRH Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2017 and held it in 12 quarters.
SRH Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $29K in Q4 2019.
181 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2020.

Based on SRH Advisors's 13F filing for Q3 2020, filed 21 Oct 2020.