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

Surevest’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
Q1 		– Sell
-3,893
Closed -$213K – 125
2019
Q4 		$213K Buy
+3,893
New +$205K 0.09% 140

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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Surevest's MDYV Position: Q1 2020 in Review

Surevest sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2020, closing a stake of 3,893 shares — an estimated $213K sold.

Surevest first reported a position in MDYV in Q4 2019 and held it in 1 quarter. The position peaked at $213K in Q4 2019. 169 funds tracked by Wall St. Rank hold MDYV as of Q1 2020.

  • Surevest reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Surevest sold 3,893 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2020, an estimated $213K.
  • Surevest first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Surevest's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $213K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.