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

Carter Financial Group’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	$240K	Buy	+3,407	New	+$236K	0.32%	47

Other funds holding MDYV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Carter Financial Group's MDYV Position: Q1 2022 in Review

Carter Financial Group opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2022: 3,407 shares worth $240K. The stake represents 0.32% of the portfolio and ranks #47 among its holdings.

297 funds tracked by Wall St. Rank hold MDYV as of Q1 2022.

Carter Financial Group held 3,407 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $240K as of Q1 2022.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Carter Financial Group position in Q1 2022.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.32% of Carter Financial Group's portfolio in Q1 2022, its #47 holding.
297 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.