Simplicity Solutions’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-3,480	Closed	-$230K	–	1155
2023 Q1	$230K	Buy	+3,480	New	+$239K	0.01%	951
2022 Q2	–	Sell	-3,251	Closed	-$229K	–	675
2022 Q1	$229K	Buy	3,251 +238	+8%	+$16.5K	0.03%	566
2021 Q4	$214K	Sell	3,013 -127	-4%	-$8.88K	0.02%	451
2021 Q3	$208K	Buy	+3,140	New	+$212K	0.03%	550
2021 Q2	–	Sell	-3,547	Closed	-$232K	–	554
2021 Q1	$232K	Sell	3,547 -53,345	-94%	-$3.27M	0.05%	431
2020 Q4	$3.16M	Buy	+56,892	New	+$2.87M	0.05%	292

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BFEC

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CIM

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

LFS

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

Simplicity Solutions's MDYV Position: Q2 2023 in Review

Simplicity Solutions sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2023, closing a stake of 3,480 shares — an estimated $230K sold.

Simplicity Solutions first reported a position in MDYV in Q4 2020 and held it in 6 quarters. The position peaked at $3.16M in Q4 2020. 302 funds tracked by Wall St. Rank hold MDYV as of Q2 2023.

Simplicity Solutions reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 3,480 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2023, an estimated $230K.
Simplicity Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and held it in 6 quarters.
Simplicity Solutions's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.16M in Q4 2020.
302 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.