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

Foresight 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 Q4	$383K	Sell	5,925 -48,661	-89%	-$3.12M	5.49%	6
2022 Q3	$3.16M	Sell	54,586 -2,170	-4%	-$138K	0.72%	15
2022 Q2	$3.43M	Sell	56,756 -204	-0.4%	-$13.4K	0.71%	16
2022 Q1	$4.01M	Sell	56,960 -754	-1%	-$52.3K	0.74%	16
2021 Q4	$4.1M	Sell	57,714 -57	-0.1%	-$3.99K	0.05%	18
2021 Q3	$3.83M	Buy	57,771 +2,827	+5%	+$190K	0.77%	17
2021 Q2	$3.71M	Sell	54,944 -985	-2%	-$67.6K	0.82%	17
2021 Q1	$3.66M	Sell	55,929 -957	-2%	-$58.7K	0.93%	16
2020 Q4	$3.16M	Buy	56,886 +6,158	+12%	+$311K	0.84%	18
2020 Q3	$2.2M	Buy	50,728 +4,321	+9%	+$192K	0.74%	18
2020 Q2	$1.98M	Sell	46,407 -14,673	-24%	-$591K	0.9%	21
2020 Q1	$2.15M	Sell	61,080 -12,450	-17%	-$600K	1.48%	18
2019 Q4	$4.03M	Buy	73,530 +2,706	+4%	+$143K	2.48%	13
2019 Q3	$3.63M	Buy	70,824 +247	+0.3%	+$12.5K	2.62%	12
2019 Q2	$3.63M	Buy	70,577 +2,280	+3%	+$116K	2.74%	9
2019 Q1	$3.44M	Buy	68,297 +7,826	+13%	+$389K	2.99%	7
2018 Q4	$2.68M	Buy	+60,471	New	+$2.97M	2.85%	8

Other funds holding MDYV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $4.36B AUM 19.15% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Foresight Wealth Management's MDYV Position: Q4 2022 in Review

Foresight Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 89% in Q4 2022, selling an estimated $3.12M and leaving 5,925 shares worth $383K. The position accounts for 5.49% of the portfolio, ranked #6.

Foresight Wealth Management first reported a position in MDYV in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.1M in Q4 2021. 314 funds tracked by Wall St. Rank hold MDYV as of Q4 2022.

Foresight Wealth Management held 5,925 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $383K as of Q4 2022.
Foresight Wealth Management sold 48,661 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2022, an estimated $3.12M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 5.49% of Foresight Wealth Management's portfolio in Q4 2022, its #6 holding.
Foresight Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 17 quarters since.
Foresight Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.1M in Q4 2021.
314 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.