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

WorthPointe’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
-3,264
Closed -$220K – 53
2021
Q4 		$220K Buy
+3,264
New +$228K 0.2% 41

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

WorthPointe's MDYV Position: Q1 2022 in Review

WorthPointe sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2022, closing a stake of 3,264 shares — an estimated $220K sold.

WorthPointe first reported a position in MDYV in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 297 funds tracked by Wall St. Rank hold MDYV as of Q1 2022.

  • WorthPointe reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • WorthPointe sold 3,264 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2022, an estimated $220K.
  • WorthPointe first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • WorthPointe's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $220K in Q4 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 WorthPointe's 13F filing for Q1 2022, filed 4 May 2022.