Ironwood Financial’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-52	Closed	-$3K	–	372
2021 Q3	$3K	Hold	52	–	–	﹤0.01%	481
2021 Q2	$4K	Hold	52	–	–	﹤0.01%	452
2021 Q1	$3K	Hold	52	–	–	﹤0.01%	460
2020 Q4	$3K	Hold	52	–	–	﹤0.01%	418
2020 Q3	$2K	Hold	52	–	–	﹤0.01%	392
2020 Q2	$2K	Hold	52	–	–	﹤0.01%	363
2020 Q1	$2K	Sell	52 -120	-70%	-$5.79K	﹤0.01%	315
2019 Q4	$9K	Hold	172	–	–	﹤0.01%	266
2019 Q3	$9K	Hold	172	–	–	﹤0.01%	265
2019 Q2	$9K	Hold	172	–	–	﹤0.01%	269
2019 Q1	$9K	Hold	172	–	–	﹤0.01%	264
2018 Q4	$8K	Hold	172	–	–	﹤0.01%	261
2018 Q3	$9K	Hold	172	–	–	﹤0.01%	262
2018 Q2	$9K	Hold	172	–	–	0.01%	197
2018 Q1	$9K	Sell	172 -20	-10%	-$1.02K	0.01%	174
2017 Q4	$10K	Hold	192	–	–	0.01%	175
2017 Q3	$10K	Sell	192 -8	-4%	-$384	0.01%	180
2017 Q2	$10K	Hold	200	–	–	0.01%	175
2017 Q1	$10K	Sell	200 -250	-56%	-$12K	0.01%	170
2016 Q4	$21K	Hold	450	–	–	0.01%	129
2016 Q3	$19K	Sell	450 -30	-6%	-$1.28K	0.01%	137
2016 Q2	$20K	Sell	480 -110	-19%	-$4.49K	0.01%	132
2016 Q1	$24K	Buy	+590	New	+$21.7K	0.02%	124
2015 Q3	$23K	Sell	590 -120	-17%	-$4.9K	0.01%	160
2015 Q2	$31K	Buy	710 +230	+48%	+$10.1K	0.01%	140
2015 Q1	$21K	Hold	480	–	–	0.01%	157
2014 Q4	$20K	Buy	+480	New	+$20.2K	0.01%	138

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Ironwood Financial's MDYV Position: Q4 2021 in Review

Ironwood Financial sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2021, closing a stake of 52 shares — an estimated $3K sold.

Ironwood Financial first reported a position in MDYV in Q4 2014 and held it in 27 quarters. The position peaked at $31K in Q2 2015. 265 funds tracked by Wall St. Rank hold MDYV as of Q4 2021.

Ironwood Financial reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 52 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2021, an estimated $3K.
Ironwood Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2014 and held it in 27 quarters.
Ironwood Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $31K in Q2 2015.
265 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.