Smith, Moore & Co’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Smith, Moore & Co’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 Q3	–	Sell	-552	Closed	-$33K	–	390
2022 Q2	$33K	Buy	+552	New	+$36.2K	0.01%	389
2022 Q1	–	Sell	-552	Closed	-$39K	–	428
2021 Q4	$39K	Buy	+552	New	+$38.6K	0.01%	416
2018 Q4	–	Sell	-8,405	Closed	-$452K	–	348
2018 Q3	$452K	Buy	8,405 +875	+12%	+$46.9K	0.1%	189
2018 Q2	$392K	Buy	7,530 +508	+7%	+$26.1K	0.1%	193
2018 Q1	$349K	Buy	+7,022	New	+$358K	0.09%	205

Other funds holding MDYV

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

FWP

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LFS

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Smith, Moore & Co's MDYV Position: Q3 2022 in Review

Smith, Moore & Co sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2022, closing a stake of 552 shares — an estimated $33K sold.

Smith, Moore & Co first reported a position in MDYV in Q1 2018 and held it in 5 quarters. The position peaked at $452K in Q3 2018. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

Smith, Moore & Co reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Smith, Moore & Co sold 552 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2022, an estimated $33K.
Smith, Moore & Co first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2018 and held it in 5 quarters.
Smith, Moore & Co's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $452K in Q3 2018.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

Based on Smith, Moore & Co's 13F filing for Q3 2022, filed 14 Nov 2022.