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

Catalyst Wealth Management’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
2023 Q1	$327K	Sell	4,948 -564	-10%	-$38.7K	0.31%	95
2022 Q4	$357K	Buy	+5,512	New	+$354K	0.34%	92

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Catalyst Wealth Management's MDYV Position: Q1 2023 in Review

Catalyst Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 10% in Q1 2023, selling an estimated $38.7K and leaving 4,948 shares worth $327K. The position accounts for 0.31% of the portfolio, ranked #95.

Catalyst Wealth Management first reported a position in MDYV in Q4 2022 and has held it in 2 quarters since. The position peaked at $357K in Q4 2022. 309 funds tracked by Wall St. Rank hold MDYV as of Q1 2023.

Catalyst Wealth Management held 4,948 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $327K as of Q1 2023.
Catalyst Wealth Management sold 564 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2023, an estimated $38.7K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.31% of Catalyst Wealth Management's portfolio in Q1 2023, its #95 holding.
Catalyst Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 2 quarters since.
Catalyst Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $357K in Q4 2022.
309 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.