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

TCI Wealth 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
2023 Q2	–	Sell	-206	Closed	-$13.6K	–	1386
2023 Q1	$13.6K	Hold	206	–	–	﹤0.01%	899
2022 Q4	$13.3K	Hold	206	–	–	﹤0.01%	889
2022 Q3	$12K	Buy	+206	New	+$13.1K	﹤0.01%	914
2019 Q4	–	Sell	-33	Closed	-$2K	–	1630
2019 Q3	$2K	Buy	+33	New	+$1.67K	﹤0.01%	1100

Other funds holding MDYV

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

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

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

BFEC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

CIM

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

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

TCI Wealth Advisors's MDYV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2023, closing a stake of 206 shares — an estimated $13.6K sold.

TCI Wealth Advisors first reported a position in MDYV in Q3 2019 and held it in 4 quarters. The position peaked at $13.6K in Q1 2023. 302 funds tracked by Wall St. Rank hold MDYV as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 206 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2023, an estimated $13.6K.
TCI Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2019 and held it in 4 quarters.
TCI Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $13.6K in Q1 2023.
302 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.