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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

BFEC

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

FWP

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

SigFig Wealth Management's MDYV Position: Q1 2024 in Review

SigFig Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2024, closing a stake of 43,457 shares — an estimated $3.19M sold.

SigFig Wealth Management first reported a position in MDYV in Q4 2020 and held it in 4 quarters. The position peaked at $3.19M in Q4 2023. 357 funds tracked by Wall St. Rank hold MDYV as of Q1 2024.

SigFig Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2024 after selling out during the quarter.
SigFig Wealth Management sold 43,457 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2024, an estimated $3.19M.
SigFig Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and held it in 4 quarters.
SigFig Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.19M in Q4 2023.
357 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2024.

Based on SigFig Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.