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

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

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Stifel Financial

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

Financial Engines Advisors

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

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