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

Selective 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 Q4	–	Sell	-665	Closed	-$38K	–	482
2022 Q3	$38K	Hold	665	–	–	0.02%	331
2022 Q2	$40K	Hold	665	–	–	0.01%	354
2022 Q1	$47K	Hold	665	–	–	0.02%	314
2021 Q4	$47K	Hold	665	–	–	0.02%	277
2021 Q3	$44K	Hold	665	–	–	0.02%	269
2021 Q2	$45K	Hold	665	–	–	0.04%	201
2021 Q1	$44K	Hold	665	–	–	0.04%	137
2020 Q4	$37K	Sell	665 -173	-21%	-$8.73K	0.02%	129
2020 Q3	$36K	Sell	838 -165	-16%	-$7.31K	0.03%	117
2020 Q2	$43K	Buy	+1,003	New	+$40.4K	0.04%	117

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

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

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

Selective Wealth Management's MDYV Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2022, closing a stake of 665 shares — an estimated $38K sold.

Selective Wealth Management first reported a position in MDYV in Q2 2020 and held it in 10 quarters. The position peaked at $47K in Q1 2022. 315 funds tracked by Wall St. Rank hold MDYV as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 665 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2022, an estimated $38K.
Selective Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $47K in Q1 2022.
315 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.