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

Claraphi Advisory Network’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
Q2 		– Sell
-114,090
Closed -$8.03M – 290
2022
Q1 		$8.03M Buy
+114,090
New +$7.91M 2.32% 6

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Claraphi Advisory Network's MDYV Position: Q2 2022 in Review

Claraphi Advisory Network sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2022, closing a stake of 114,090 shares — an estimated $8.03M sold.

Claraphi Advisory Network first reported a position in MDYV in Q1 2022 and held it in 1 quarter. The position peaked at $8.03M in Q1 2022. 273 funds tracked by Wall St. Rank hold MDYV as of Q2 2022.

  • Claraphi Advisory Network reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 114,090 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2022, an estimated $8.03M.
  • Claraphi Advisory Network first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and held it in 1 quarter.
  • Claraphi Advisory Network's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $8.03M in Q1 2022.
  • 273 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2022.

Based on Claraphi Advisory Network's 13F filing for Q2 2022, filed 19 Jul 2022.