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

Bison 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
2022
Q3 		– Sell
-600
Closed -$36K – 308
2022
Q2 		$36K Hold
600
– – 0.02% 244
2022
Q1 		$42K Hold
600
– – 0.02% 275
2021
Q4 		$43K Hold
600
– – 0.03% 254
2021
Q3 		$40K Hold
600
– – 0.02% 330
2021
Q2 		$41K Hold
600
– – 0.02% 326
2021
Q1 		$39K Hold
600
– – 0.02% 332
2020
Q4 		$33K Hold
600
– – 0.02% 306
2020
Q3 		$26K Hold
600
– – 0.02% 276
2020
Q2 		$26K Sell
600
-450
-43% -$18.1K 0.02% 277
2020
Q1 		$37K Sell
1,050
-484
-32% -$23.3K 0.03% 252
2019
Q4 		$84K Buy
+1,534
New +$80.9K 0.04% 276

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bison Wealth's MDYV Position: Q3 2022 in Review

Bison Wealth sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2022, closing a stake of 600 shares — an estimated $36K sold.

Bison Wealth first reported a position in MDYV in Q4 2019 and held it in 11 quarters. The position peaked at $84K in Q4 2019. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

  • Bison Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 600 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $36K.
  • Bison Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 11 quarters.
  • Bison Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $84K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.