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

Wealthcare Capital 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
2023 Q4	–	Sell	-3,379	Closed	-$219K	–	84
2023 Q3	$219K	Sell	3,379 -579	-15%	-$39.7K	0.03%	72
2023 Q2	$272K	Buy	3,958 +506	+15%	+$33.1K	0.03%	64
2023 Q1	$228K	Buy	+3,452	New	+$237K	0.03%	65

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Wealthcare Capital Management's MDYV Position: Q4 2023 in Review

Wealthcare Capital Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2023, closing a stake of 3,379 shares — an estimated $219K sold.

Wealthcare Capital Management first reported a position in MDYV in Q1 2023 and held it in 3 quarters. The position peaked at $272K in Q2 2023. 346 funds tracked by Wall St. Rank hold MDYV as of Q4 2023.

Wealthcare Capital Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2023 after selling out during the quarter.
Wealthcare Capital Management sold 3,379 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2023, an estimated $219K.
Wealthcare Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 3 quarters.
Wealthcare Capital Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $272K in Q2 2023.
346 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2023.

Based on Wealthcare Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.