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

HHM Wealth Advisors’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
2023
Q3 		– Sell
-6
Closed -$388 – 808
2023
Q2 		$388 Buy
+6
New +$392 ﹤0.01% 782

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HHM Wealth Advisors's MDYV Position: Q3 2023 in Review

HHM Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2023, closing a stake of 6 shares — an estimated $388 sold.

HHM Wealth Advisors first reported a position in MDYV in Q2 2023 and held it in 1 quarter. The position peaked at $388 in Q2 2023. 304 funds tracked by Wall St. Rank hold MDYV as of Q3 2023.

  • HHM Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 6 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2023, an estimated $388.
  • HHM Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • HHM Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $388 in Q2 2023.
  • 304 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.