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

tru Independence’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
Q2 		– Sell
-5,444
Closed -$356K – 335
2021
Q1 		$356K Buy
+5,444
New +$334K 0.07% 198
2020
Q4 		– Sell
-4,838
Closed -$210K – 805
2020
Q3 		$210K Buy
+4,838
New +$214K 0.06% 156

Other funds holding MDYV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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

tru Independence's MDYV Position: Q2 2021 in Review

tru Independence sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2021, closing a stake of 5,444 shares — an estimated $356K sold.

tru Independence first reported a position in MDYV in Q3 2020 and held it in 2 quarters. The position peaked at $356K in Q1 2021. 240 funds tracked by Wall St. Rank hold MDYV as of Q2 2021.

  • tru Independence reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • tru Independence sold 5,444 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2021, an estimated $356K.
  • tru Independence first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2020 and held it in 2 quarters.
  • tru Independence's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $356K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.