Goodwin Investment Advisory’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Goodwin Investment Advisory’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	-34	Closed	-$2.06K	–	232
2022 Q2	$2.06K	Sell	34 -168	-83%	-$11K	﹤0.01%	147
2022 Q1	$14K	Sell	202 -61	-23%	-$4.23K	0.01%	133
2021 Q4	$19K	Hold	263	–	–	0.01%	109
2021 Q3	$17K	Buy	263 +114	+77%	+$7.68K	0.02%	106
2021 Q2	$10K	Buy	+149	New	+$10.2K	0.01%	107

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

Goodwin Investment Advisory's MDYV Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2022, closing a stake of 34 shares — an estimated $2.06K sold.

Goodwin Investment Advisory first reported a position in MDYV in Q2 2021 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

Goodwin Investment Advisory reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 34 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $2.06K.
Goodwin Investment Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2021 and held it in 5 quarters.
Goodwin Investment Advisory's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $19K 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 Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.