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

Baker Tilly 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
2024
Q2 		– Sell
-6,357
Closed -$483K – 361
2024
Q1 		$483K Sell
6,357
-1,572
-20% -$114K 0.09% 260
2023
Q4 		$582K Buy
7,929
+2,927
+59% +$194K 0.1% 241
2023
Q3 		$324K Sell
5,002
-1,951
-28% -$134K 0.05% 351
2023
Q2 		$478K Sell
6,953
-820
-11% -$53.6K 0.05% 350
2023
Q1 		$514K Buy
7,773
+1,523
+24% +$105K 0.06% 328
2022
Q4 		$405K Buy
6,250
+533
+9% +$34.2K 0.05% 377
2022
Q3 		$331K Buy
5,717
+887
+18% +$56.6K 0.05% 393
2022
Q2 		$292K Buy
4,830
+863
+22% +$56.5K 0.04% 417
2022
Q1 		$279K Buy
3,967
+279
+8% +$19.3K 0.03% 440
2021
Q4 		$262K Buy
3,688
+665
+22% +$46.5K 0.03% 457
2021
Q3 		$200K Buy
+3,023
New +$204K 0.03% 492

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

Baker Tilly Wealth Management's MDYV Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 6,357 shares — an estimated $483K sold.

Baker Tilly Wealth Management first reported a position in MDYV in Q3 2021 and held it in 11 quarters. The position peaked at $582K in Q4 2023. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,357 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $483K.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2021 and held it in 11 quarters.
  • Baker Tilly Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $582K in Q4 2023.
  • 338 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.