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

Harrison & Co 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	$211K	Buy	+3,254	New	+$209K	0.2%	77
2022 Q2	–	Sell	-3,198	Closed	-$225K	–	79
2022 Q1	$225K	Buy	3,198 +203	+7%	+$14.1K	0.2%	75
2021 Q4	$213K	Buy	+2,995	New	+$210K	0.18%	78

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

Harrison & Co Wealth Management's MDYV Position: Q4 2022 in Review

Harrison & Co Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2022: 3,254 shares worth $211K. The stake represents 0.2% of the portfolio and ranks #77 among its holdings. This is a return to the name: Harrison & Co Wealth Management previously reported a position in MDYV as recently as Q1 2022.

Harrison & Co Wealth Management first reported a position in MDYV in Q4 2021 and has held it in 3 quarters since. The position peaked at $225K in Q1 2022. 314 funds tracked by Wall St. Rank hold MDYV as of Q4 2022.

Harrison & Co Wealth Management held 3,254 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $211K as of Q4 2022.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Harrison & Co Wealth Management position in Q4 2022.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.2% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #77 holding.
Harrison & Co Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 3 quarters since.
Harrison & Co Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $225K in Q1 2022.
314 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.