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

Strategic Asset 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
2022
Q3 		$5K Hold
86
– – 0.01% 467
2022
Q2 		$5K Buy
86
+1
+1% +$66 0.01% 485
2022
Q1 		$6K Hold
85
– – 0.01% 446
2021
Q4 		$6K Sell
85
-200
-70% -$14K 0.01% 420
2021
Q3 		$19K Buy
+285
New +$19.2K 0.03% 263

Other funds holding MDYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Osaic Holdings
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Strategic Asset Management's MDYV Position: Q3 2022 in Review

Strategic Asset Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q3 2022 at 86 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #467.

Strategic Asset Management first reported a position in MDYV in Q3 2021 and has held it in 5 quarters since. The position peaked at $19K in Q3 2021. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

  • Strategic Asset Management held 86 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $5K as of Q3 2022.
  • Strategic Asset Management left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q3 2022.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #467 holding.
  • Strategic Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $19K in Q3 2021.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.