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

WJ Wealth 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
Q1 		– Sell
-2,925
Closed -$208K – 55
2021
Q4 		$208K Sell
2,925
-1,455
-33% -$102K 0.12% 53
2021
Q3 		$292K Sell
4,380
-1,325
-23% -$89.3K 0.19% 47
2021
Q2 		$385K Sell
5,705
-35
-0.6% -$2.4K 1.19% 24
2021
Q1 		$376K Buy
+5,740
New +$352K 1.17% 25

Other funds holding MDYV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

WJ Wealth Management's MDYV Position: Q1 2022 in Review

WJ Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2022, closing a stake of 2,925 shares — an estimated $208K sold.

WJ Wealth Management first reported a position in MDYV in Q1 2021 and held it in 4 quarters. The position peaked at $385K in Q2 2021. 297 funds tracked by Wall St. Rank hold MDYV as of Q1 2022.

  • WJ Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • WJ Wealth Management sold 2,925 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2022, an estimated $208K.
  • WJ Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and held it in 4 quarters.
  • WJ Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $385K in Q2 2021.
  • 297 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2022.

Based on WJ Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.