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

Cornerstone Planning 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 Q4	$49K	Buy	+720	New	+$46.2K	0.02%	268

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

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 $377B AUM 19.32% 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 $3.92B AUM 15.21% 1-Year Est. Return

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

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

Cornerstone Planning Group's MDYV Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2022: 720 shares worth $49K. The stake represents 0.02% of the portfolio and ranks #268 among its holdings.

315 funds tracked by Wall St. Rank hold MDYV as of Q4 2022.

Cornerstone Planning Group held 720 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $49K as of Q4 2022.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Cornerstone Planning Group position in Q4 2022.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q4 2022, its #268 holding.
315 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.