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

Ten Capital 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
2021
Q3 		– Sell
-4,229
Closed -$286K – 482
2021
Q2 		$286K Sell
4,229
-2,195
-34% -$151K 0.06% 117
2021
Q1 		$420K Sell
6,424
-3,027
-32% -$186K 0.1% 101
2020
Q4 		$525K Sell
9,451
-642
-6% -$32.4K 0.15% 83
2020
Q3 		$438K Buy
+10,093
New +$447K 0.15% 77

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ten Capital Wealth Advisors's MDYV Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2021, closing a stake of 4,229 shares — an estimated $286K sold.

Ten Capital Wealth Advisors first reported a position in MDYV in Q3 2020 and held it in 4 quarters. The position peaked at $525K in Q4 2020. 235 funds tracked by Wall St. Rank hold MDYV as of Q3 2021.

  • Ten Capital Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 4,229 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2021, an estimated $286K.
  • Ten Capital Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2020 and held it in 4 quarters.
  • Ten Capital Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $525K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.