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

FirstPurpose Wealth’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
2024 Q1	$538K	Buy	7,352 +107	+1%	+$7.75K	0.2%	92
2023 Q4	$532K	Buy	7,245 +609	+9%	+$40.3K	0.2%	80
2023 Q3	$430K	Buy	6,636 +157	+2%	+$10.8K	0.19%	96
2023 Q2	$446K	Buy	6,479 +917	+16%	+$59.9K	0.19%	94
2023 Q1	$368K	Buy	5,562 +671	+14%	+$46.1K	0.18%	103
2022 Q4	$317K	Buy	4,891 +602	+14%	+$38.6K	0.18%	107
2022 Q3	$248K	Buy	+4,289	New	+$274K	0.16%	120

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

FWP

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

FirstPurpose Wealth's MDYV Position: Q1 2024 in Review

FirstPurpose Wealth increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.5% in Q1 2024, buying an estimated $7.75K and bringing the position to 7,352 shares worth $538K. The position accounts for 0.2% of the portfolio, ranked #92.

FirstPurpose Wealth first reported a position in MDYV in Q3 2022 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold MDYV as of Q1 2024.

FirstPurpose Wealth held 7,352 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $538K as of Q1 2024.
FirstPurpose Wealth bought 107 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2024, an estimated $7.75K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.2% of FirstPurpose Wealth's portfolio in Q1 2024, its #92 holding.
FirstPurpose Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2022 and has held it in 7 quarters since.
356 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.