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

OneDigital 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 Q2	–	Sell	-3,090	Closed	-$217K	–	765
2022 Q1	$217K	Buy	+3,090	New	+$214K	0.01%	682
2019 Q3	–	Sell	-123	Closed	-$6K	–	920
2019 Q2	$6K	Hold	123	–	–	﹤0.01%	1026
2019 Q1	$6K	Sell	123 -169	-58%	-$8.39K	﹤0.01%	963
2018 Q4	$13K	Buy	+292	New	+$14.3K	﹤0.01%	800
2018 Q3	–	Sell	-291	Closed	-$15K	–	1124
2018 Q2	$15K	Buy	291 +1	+0.3%	+$51	﹤0.01%	919
2018 Q1	$14K	Buy	290 +34	+13%	+$1.73K	﹤0.01%	947
2017 Q4	$13K	Hold	256	–	–	﹤0.01%	921
2017 Q3	$13K	Sell	256 -5,002	-95%	-$240K	﹤0.01%	770
2017 Q2	$253K	Buy	+5,258	New	+$252K	0.08%	171

Other funds holding MDYV

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

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

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

OneDigital Investment Advisors's MDYV Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2022, closing a stake of 3,090 shares — an estimated $217K sold.

OneDigital Investment Advisors first reported a position in MDYV in Q2 2017 and held it in 9 quarters. The position peaked at $253K in Q2 2017. 274 funds tracked by Wall St. Rank hold MDYV as of Q2 2022.

OneDigital Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 3,090 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2022, an estimated $217K.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $253K in Q2 2017.
274 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2022.

Based on OneDigital Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.