TS Financial Group (TSFG)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

TS Financial Group (TSFG)’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	-200	Closed	-$15K	–	857
2023 Q4	$15K	Hold	200	–	–	﹤0.01%	450
2023 Q3	$13K	Hold	200	–	–	﹤0.01%	488
2023 Q2	$14K	Hold	200	–	–	0.01%	469
2023 Q1	$13K	Hold	200	–	–	﹤0.01%	482
2022 Q4	$13K	Hold	200	–	–	0.01%	485
2022 Q3	$12K	Buy	+200	New	+$12.8K	0.01%	481

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 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 $1.65B AUM 16.63% 1-Year Est. Return

FWP

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

TS Financial Group (TSFG)'s MDYV Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2024, closing a stake of 200 shares — an estimated $15K sold.

TS Financial Group (TSFG) first reported a position in MDYV in Q3 2022 and held it in 6 quarters. The position peaked at $15K in Q4 2023. 356 funds tracked by Wall St. Rank hold MDYV as of Q1 2024.

TS Financial Group (TSFG) reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 200 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2024, an estimated $15K.
TS Financial Group (TSFG) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2022 and held it in 6 quarters.
TS Financial Group (TSFG)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $15K in Q4 2023.
356 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.