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

Minot 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
Q2 		$9.7M Buy
160,300
+56,800
+55% +$3.72M 2.49% 7
2022
Q1 		$7.28M Buy
+103,500
New +$7.17M 1.57% 13

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AA
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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Osaic Holdings
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Minot Wealth Management's MDYV Position: Q2 2022 in Review

Minot Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 55% in Q2 2022, buying an estimated $3.72M and bringing the position to 160,300 shares worth $9.7M. The position accounts for 2.49% of the portfolio, ranked #7.

Minot Wealth Management first reported a position in MDYV in Q1 2022 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold MDYV as of Q2 2022.

  • Minot Wealth Management held 160,300 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $9.7M as of Q2 2022.
  • Minot Wealth Management bought 56,800 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2022, an estimated $3.72M.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 2.49% of Minot Wealth Management's portfolio in Q2 2022, its #7 holding.
  • Minot Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.