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

Tobias Financial 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
Q1 		– Sell
-5
Closed – – 183
2019
Q4 		$0 Buy
+5
New +$264 ﹤0.01% 297

Other funds holding MDYV

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NP
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TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 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

Tobias Financial Advisors's MDYV Position: Q1 2020 in Review

Tobias Financial Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2020, closing a stake of 5 shares.

Tobias Financial Advisors first reported a position in MDYV in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 169 funds tracked by Wall St. Rank hold MDYV as of Q1 2020.

  • Tobias Financial Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 5 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2020.
  • Tobias Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $0 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 Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.