Alliance Wealth Advisors (Utah)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q2	–	Sell	-7,378	Closed	-$561K	–	240
2024 Q1	$561K	Buy	7,378 +259	+4%	+$18.8K	0.17%	126
2023 Q4	$522K	Buy	7,119 +84	+1%	+$5.55K	0.18%	120
2023 Q3	$456K	Buy	7,035 +530	+8%	+$36.4K	0.17%	131
2023 Q2	$447K	Buy	6,505 +68	+1%	+$4.44K	0.17%	132
2023 Q1	$425K	Buy	6,437 +219	+4%	+$15K	0.17%	128
2022 Q4	$402K	Buy	+6,218	New	+$399K	0.18%	124

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

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

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

LFS

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Alliance Wealth Advisors (Utah)'s MDYV Position: Q2 2024 in Review

Alliance Wealth Advisors (Utah) sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 7,378 shares — an estimated $561K sold.

Alliance Wealth Advisors (Utah) first reported a position in MDYV in Q4 2022 and held it in 6 quarters. The position peaked at $561K in Q1 2024. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

Alliance Wealth Advisors (Utah) reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 7,378 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $561K.
Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 6 quarters.
Alliance Wealth Advisors (Utah)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $561K in Q1 2024.
338 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2024, filed 2 Aug 2024.