Clear Perspective Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$282K	Hold	3,964	–	–	0.09%	145
2021 Q3	$263K	Hold	3,964	–	–	0.09%	138
2021 Q2	$268K	Buy	+3,964	New	+$272K	0.09%	136
2019 Q4	–	Sell	-1,116	Closed	-$57K	–	140
2019 Q3	$57K	Hold	1,116	–	–	0.03%	146
2019 Q2	$57K	Buy	+1,116	New	+$56.9K	0.04%	179

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

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

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Clear Perspective Advisors's MDYV Position: Q4 2021 in Review

Clear Perspective Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q4 2021 at 3,964 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #145.

Clear Perspective Advisors first reported a position in MDYV in Q2 2019 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold MDYV as of Q4 2021.

Clear Perspective Advisors held 3,964 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $282K as of Q4 2021.
Clear Perspective Advisors left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q4 2021.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.09% of Clear Perspective Advisors's portfolio in Q4 2021, its #145 holding.
Clear Perspective Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2019 and has held it in 5 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.