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

Valeo 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
2021 Q2	–	Sell	-466	Closed	-$30K	–	1272
2021 Q1	$30K	Hold	466	–	–	﹤0.01%	1032
2020 Q4	$26K	Sell	466 -14	-3%	-$707	﹤0.01%	961
2020 Q3	$21K	Hold	480	–	–	﹤0.01%	909
2020 Q2	$20K	Sell	480 -150	-24%	-$6.04K	﹤0.01%	1060
2020 Q1	$25K	Buy	630 +45	+8%	+$2.17K	﹤0.01%	835
2019 Q4	$32K	Buy	585 +3	+0.5%	+$158	﹤0.01%	794
2019 Q3	$30K	Hold	582	–	–	﹤0.01%	745
2019 Q2	$30K	Hold	582	–	–	﹤0.01%	738
2019 Q1	$29K	Buy	582 +398	+216%	+$19.8K	﹤0.01%	680
2018 Q4	$8K	Buy	184 +1	+0.5%	+$49	﹤0.01%	946
2018 Q3	$9K	Buy	183 +1	+0.5%	+$54	﹤0.01%	1000
2018 Q2	$10K	Buy	182 +22	+14%	+$1.13K	﹤0.01%	943
2018 Q1	$8K	Sell	160 -172	-52%	-$8.76K	﹤0.01%	995
2017 Q4	$17K	Buy	+332	New	+$16.8K	﹤0.01%	710

Other funds holding MDYV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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 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

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

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

Valeo Financial Advisors's MDYV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2021, closing a stake of 466 shares — an estimated $30K sold.

Valeo Financial Advisors first reported a position in MDYV in Q4 2017 and held it in 14 quarters. The position peaked at $32K in Q4 2019. 240 funds tracked by Wall St. Rank hold MDYV as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 466 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2021, an estimated $30K.
Valeo Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $32K in Q4 2019.
240 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.