First Heartland Consultants’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

First Heartland Consultants’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	-2,938	Closed	-$206K	–	373
2022 Q1	$206K	Sell	2,938 -14,670	-83%	-$1.02M	0.03%	333
2021 Q4	$1.25K	Sell	17,608 -68,875	-80%	-$4.82M	0.05%	99
2021 Q3	$5.73M	Buy	86,483 +27,921	+48%	+$1.88M	0.87%	26
2021 Q2	$3.95M	Buy	+58,562	New	+$4.02M	0.6%	37

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

First Heartland Consultants's MDYV Position: Q2 2022 in Review

First Heartland Consultants sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2022, closing a stake of 2,938 shares — an estimated $206K sold.

First Heartland Consultants first reported a position in MDYV in Q2 2021 and held it in 4 quarters. The position peaked at $5.73M in Q3 2021. 274 funds tracked by Wall St. Rank hold MDYV as of Q2 2022.

First Heartland Consultants reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2022 after selling out during the quarter.
First Heartland Consultants sold 2,938 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2022, an estimated $206K.
First Heartland Consultants first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2021 and held it in 4 quarters.
First Heartland Consultants's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5.73M in Q3 2021.
274 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2022.

Based on First Heartland Consultants's 13F filing for Q2 2022, filed 12 Jul 2022.