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

Prentice 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 Q3	–	Sell	-30	Closed	-$2K	–	139
2022 Q2	$2K	Buy	+30	New	+$1.97K	﹤0.01%	125
2021 Q4	–	Sell	-138	Closed	-$9K	–	221
2021 Q3	$9K	Sell	138 -5	-3%	-$337	﹤0.01%	253
2021 Q2	$10K	Hold	143	–	–	0.01%	246
2021 Q1	$9K	Buy	+143	New	+$8.77K	0.01%	251

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

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

Prentice Wealth Management's MDYV Position: Q3 2022 in Review

Prentice Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2022, closing a stake of 30 shares — an estimated $2K sold.

Prentice Wealth Management first reported a position in MDYV in Q1 2021 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

Prentice Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Prentice Wealth Management sold 30 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $2K.
Prentice Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and held it in 4 quarters.
Prentice Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $10K in Q2 2021.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.