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

Paradigm Strategies in 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
2021 Q3	–	Sell	-472	Closed	-$32K	–	152
2021 Q2	$32K	Buy	472 +2	+0.4%	+$137	0.03%	117
2021 Q1	$31K	Buy	+470	New	+$28.8K	0.03%	122

Other funds holding MDYV

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

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

FWP

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

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

Paradigm Strategies in Wealth Management's MDYV Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2021, closing a stake of 472 shares — an estimated $32K sold.

Paradigm Strategies in Wealth Management first reported a position in MDYV in Q1 2021 and held it in 2 quarters. The position peaked at $32K in Q2 2021. 235 funds tracked by Wall St. Rank hold MDYV as of Q3 2021.

Paradigm Strategies in Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 472 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2021, an estimated $32K.
Paradigm Strategies in Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and held it in 2 quarters.
Paradigm Strategies in Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $32K in Q2 2021.
235 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.