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Vestmark Advisory Solutions’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Vestmark Advisory Solutions’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
2022
Q1 		– Sell
-3,046
Closed -$217K – 886
2021
Q4 		$217K Buy
+3,046
New +$213K 0.01% 812

Other funds holding MDYV

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Vestmark Advisory Solutions's MDYV Position: Q1 2022 in Review

Vestmark Advisory Solutions sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2022, closing a stake of 3,046 shares — an estimated $217K sold.

Vestmark Advisory Solutions first reported a position in MDYV in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 297 funds tracked by Wall St. Rank hold MDYV as of Q1 2022.

  • Vestmark Advisory Solutions reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 3,046 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2022, an estimated $217K.
  • Vestmark Advisory Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Vestmark Advisory Solutions's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $217K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2022.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2022, filed 27 Apr 2022.