Wipfli Financial Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Wipfli Financial Advisors’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	$22K	Buy	+380	New	+$24.2K	﹤0.01%	1533
2022 Q2	–	Sell	-5,026	Closed	-$354K	–	95
2022 Q1	$354K	Hold	5,026	–	–	0.04%	72
2021 Q4	$357K	Hold	5,026	–	–	0.04%	35
2021 Q3	$333K	Hold	5,026	–	–	0.04%	37
2021 Q2	$339K	Hold	5,026	–	–	0.05%	34
2021 Q1	$329K	Hold	5,026	–	–	0.18%	27
2020 Q4	$279K	Buy	+5,026	New	+$254K	0.17%	30

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

Wipfli Financial Advisors's MDYV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2022: 380 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in MDYV as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in MDYV in Q4 2020 and has held it in 7 quarters since. The position peaked at $357K in Q4 2021. 264 funds tracked by Wall St. Rank hold MDYV as of Q3 2022.

Wipfli Financial Advisors held 380 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $22K as of Q3 2022.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1533 holding.
Wipfli Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 7 quarters since.
Wipfli Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $357K in Q4 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 Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.