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

Tiller Private Wealth’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
-7,015
Closed -$247K – 34
2020
Q1 		$247K Buy
7,015
+657
+10% +$31.7K 0.28% 25
2019
Q4 		$348K Buy
6,358
+139
+2% +$7.33K 0.28% 24
2019
Q3 		$319K Sell
6,219
-122
-2% -$6.16K 0.27% 23
2019
Q2 		$326K Sell
6,341
-96
-1% -$4.89K 0.27% 22
2019
Q1 		$324K Sell
6,437
-175
-3% -$8.69K 0.28% 22
2018
Q4 		$293K Buy
6,612
+221
+3% +$10.9K 0.26% 24
2018
Q3 		$343K Sell
6,391
-83
-1% -$4.45K 0.24% 27
2018
Q2 		$337K Buy
6,474
+448
+7% +$23K 0.24% 30
2018
Q1 		$300K Buy
+6,026
New +$307K 0.22% 32

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