Jackson Creek Investment Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Jackson Creek Investment 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
2022 Q1	–	Sell	-4,260	Closed	-$303K	–	330
2021 Q4	$303K	Sell	4,260 -1,502	-26%	-$105K	0.11%	273
2021 Q3	$382K	Sell	5,762 -192	-3%	-$12.9K	0.14%	255
2021 Q2	$402K	Sell	5,954 -538	-8%	-$36.9K	0.15%	247
2021 Q1	$425K	Buy	6,492 +287	+5%	+$17.6K	0.15%	253
2020 Q4	$344K	Sell	6,205 -143	-2%	-$7.22K	0.13%	256
2020 Q3	$275K	Buy	+6,348	New	+$281K	0.12%	275

Other funds holding MDYV

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

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

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

FWP

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Jackson Creek Investment Advisors's MDYV Position: Q1 2022 in Review

Jackson Creek Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2022, closing a stake of 4,260 shares — an estimated $303K sold.

Jackson Creek Investment Advisors first reported a position in MDYV in Q3 2020 and held it in 6 quarters. The position peaked at $425K in Q1 2021. 297 funds tracked by Wall St. Rank hold MDYV as of Q1 2022.

Jackson Creek Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Jackson Creek Investment Advisors sold 4,260 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2022, an estimated $303K.
Jackson Creek Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2020 and held it in 6 quarters.
Jackson Creek Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $425K in Q1 2021.
297 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2022, filed 3 May 2022.