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

Baldwin Wealth Partners’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	-44	Closed	-$3.34K	–	814
2024 Q1	$3.34K	Sell	44 -202	-82%	-$14.6K	﹤0.01%	617
2023 Q4	$18.1K	Buy	+246	New	+$16.3K	﹤0.01%	514
2020 Q4	–	Sell	-345	Closed	-$15K	–	561
2020 Q3	$15K	Sell	345 -900	-72%	-$39.9K	﹤0.01%	409
2020 Q2	$53K	Hold	1,245	–	–	0.01%	285
2020 Q1	$44K	Hold	1,245	–	–	0.01%	293
2019 Q4	$68K	Buy	1,245 +660	+113%	+$34.8K	0.01%	279
2019 Q3	$30K	Buy	+585	New	+$29.5K	﹤0.01%	367

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

Baldwin Wealth Partners's MDYV Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 44 shares — an estimated $3.34K sold.

Baldwin Wealth Partners first reported a position in MDYV in Q3 2019 and held it in 7 quarters. The position peaked at $68K in Q4 2019. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 44 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $3.34K.
Baldwin Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2019 and held it in 7 quarters.
Baldwin Wealth Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $68K in Q4 2019.
338 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.