Sigma Planning Corp’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Sigma Planning Corp’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
2023 Q3	–	Sell	-4,059	Closed	-$279K	–	1265
2023 Q2	$279K	Sell	4,059 -2,155	-35%	-$141K	0.01%	967
2023 Q1	$411K	Sell	6,214 -815	-12%	-$55.9K	0.01%	886
2022 Q4	$455K	Sell	7,029 -121	-2%	-$7.77K	0.02%	793
2022 Q3	$413K	Sell	7,150 -700	-9%	-$44.7K	0.02%	813
2022 Q2	$475K	Sell	7,850 -215	-3%	-$14.1K	0.02%	774
2022 Q1	$568K	Buy	8,065 +570	+8%	+$39.5K	0.02%	795
2021 Q4	$533K	Buy	7,495 +1,880	+33%	+$132K	0.01%	826
2021 Q3	$372K	Sell	5,615 -899	-14%	-$60.6K	0.01%	945
2021 Q2	$440K	Buy	6,514 +1,771	+37%	+$122K	0.01%	887
2021 Q1	$310K	Buy	+4,743	New	+$291K	0.01%	970

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 $49.2B AUM 14.31% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 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

LFS

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Sigma Planning Corp's MDYV Position: Q3 2023 in Review

Sigma Planning Corp sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2023, closing a stake of 4,059 shares — an estimated $279K sold.

Sigma Planning Corp first reported a position in MDYV in Q1 2021 and held it in 10 quarters. The position peaked at $568K in Q1 2022. 304 funds tracked by Wall St. Rank hold MDYV as of Q3 2023.

Sigma Planning Corp reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 4,059 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2023, an estimated $279K.
Sigma Planning Corp first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and held it in 10 quarters.
Sigma Planning Corp's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $568K in Q1 2022.
304 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.