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

SigFig 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
2024 Q1	–	Sell	-43,457	Closed	-$3.19M	–	128
2023 Q4	$3.19M	Buy	+43,457	New	+$2.87M	0.12%	65
2023 Q1	–	Sell	-58,256	Closed	-$1.75M	–	108
2022 Q4	$1.75M	Buy	+58,256	New	+$3.74M	0.09%	69
2022 Q2	–	Sell	-70,865	Closed	-$1.19M	–	100
2022 Q1	$1.19M	Buy	+70,865	New	+$4.91M	0.06%	69
2021 Q1	–	Sell	-16,044	Closed	-$890K	–	78
2020 Q4	$890K	Buy	+16,044	New	+$810K	0.06%	56

Other funds holding MDYV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Stifel Financial

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

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

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

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

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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