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

Curi 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
2022 Q3	–	Sell	-451	Closed	-$27K	–	494
2022 Q2	$27K	Buy	451 +1	+0.2%	+$66	0.01%	277
2022 Q1	$31K	Hold	450	–	–	0.01%	251
2021 Q4	$32K	Buy	+450	New	+$31.5K	0.01%	209
2021 Q1	–	Sell	-401	Closed	-$22K	–	328
2020 Q4	$22K	Buy	+401	New	+$20.2K	0.02%	200

Other funds holding MDYV

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

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

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

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

LFS

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Curi Wealth Management's MDYV Position: Q3 2022 in Review

Curi Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2022, closing a stake of 451 shares — an estimated $27K sold.

Curi Wealth Management first reported a position in MDYV in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q4 2021. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

Curi Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 451 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $27K.
Curi Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $32K in Q4 2021.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.