BRWA
MDYV icon

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

B. Riley Wealth 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
Q2 		– Sell
-3,107
Closed -$201K – 1521
2024
Q1 		$201K Sell
3,107
-33,807
-92% -$2.45M 0.01% 1275
2023
Q4 		$2.71M Buy
36,914
+33,807
+1,088% +$2.24M 0.07% 273
2023
Q3 		$201K Buy
+3,107
New +$213K 0.01% 1275
2023
Q1 		– Sell
-50,088
Closed -$3.24M – 1583
2022
Q4 		$3.24M Buy
+50,088
New +$3.21M 0.09% 230
2022
Q2 		– Sell
-67,319
Closed -$4.74M – 1327
2022
Q1 		$4.74M Buy
+67,319
New +$4.67M 0.16% 141
2021
Q1 		– Sell
-72,723
Closed -$4.04M – 1391
2020
Q4 		$4.04M Buy
+72,723
New +$3.67M 0.22% 108
2016
Q4 		– Sell
-7,580
Closed -$328K – 599
2016
Q3 		$328K Sell
7,580
-2
-0% -$86 0.06% 381
2016
Q2 		$314K Buy
7,582
+302
+4% +$12.3K 0.06% 381
2016
Q1 		$292K Sell
7,280
-262
-3% -$9.63K 0.07% 361
2015
Q4 		$287K Sell
7,542
-398
-5% -$16K 0.06% 377
2015
Q3 		$305K Buy
7,940
+800
+11% +$32.7K 0.07% 348
2015
Q2 		$308K Sell
7,140
-300
-4% -$13.2K 0.08% 325
2015
Q1 		$324K Buy
7,440
+330
+5% +$14.1K 0.08% 328
2014
Q4 		$303 Buy
+7,110
New +$299K 0.01% 1117
2014
Q3 		– Sell
-2,374
Closed -$102K – 1376
2014
Q2 		$102K Buy
+2,374
New +$98.3K 0.02% 713
2013
Q4 		– Sell
-3,678
Closed -$135K – 702
2013
Q3 		$135K Buy
+3,678
New +$134K 0.05% 464

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
LPL Financial
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
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's MDYV Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 3,107 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in MDYV in Q3 2013 and held it in 16 quarters. The position peaked at $4.74M in Q1 2022. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,107 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $201K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2013 and held it in 16 quarters.
  • B. Riley Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.74M in Q1 2022.
  • 338 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.