B.O.S.S. Retirement Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

B.O.S.S. Retirement 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
2024 Q4	–	Sell	-10,902	Closed	-$866K	–	260
2024 Q3	$866K	Buy	10,902 +2,411	+28%	+$184K	0.17%	129
2024 Q2	$619K	Buy	8,491 +3,627	+75%	+$266K	0.16%	123
2024 Q1	$357K	Sell	4,864 -96	-2%	-$6.95K	0.14%	108
2023 Q4	$364K	Buy	+4,960	New	+$328K	0.07%	196
2023 Q1	–	Sell	-4,463	Closed	-$289K	–	231
2022 Q4	$289K	Buy	+4,463	New	+$286K	0.07%	192

Other funds holding MDYV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

B.O.S.S. Retirement Advisors's MDYV Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2024, closing a stake of 10,902 shares — an estimated $866K sold.

B.O.S.S. Retirement Advisors first reported a position in MDYV in Q4 2022 and held it in 5 quarters. The position peaked at $866K in Q3 2024. 373 funds tracked by Wall St. Rank hold MDYV as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 10,902 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2024, an estimated $866K.
B.O.S.S. Retirement Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $866K in Q3 2024.
373 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.