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

Baystate 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
2023 Q4	$7.76K	Hold	105	–	–	﹤0.01%	786
2023 Q3	$6.83K	Buy	105 +1	+1%	+$69	﹤0.01%	644
2023 Q2	$7.21K	Hold	104	–	–	﹤0.01%	631
2023 Q1	$6.9K	Sell	104 -15	-13%	-$1.03K	﹤0.01%	625
2022 Q4	$8K	Buy	119 +1	+0.8%	+$64	﹤0.01%	621
2022 Q3	$7K	Hold	118	–	–	﹤0.01%	607
2022 Q2	$7K	Buy	118 +1	+0.9%	+$66	﹤0.01%	626
2022 Q1	$8K	Buy	+117	New	+$8.11K	﹤0.01%	609
2019 Q1	–	Sell	-31	Closed	-$2K	–	692
2018 Q4	$2K	Buy	+31	New	+$1.52K	﹤0.01%	516

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Baystate Wealth Management's MDYV Position: Q4 2023 in Review

Baystate Wealth Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q4 2023 at 105 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Baystate Wealth Management first reported a position in MDYV in Q4 2018 and has held it in 9 quarters since. The position peaked at $8K in Q4 2022. 346 funds tracked by Wall St. Rank hold MDYV as of Q4 2023.

Baystate Wealth Management held 105 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $7.76K as of Q4 2023.
Baystate Wealth Management left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q4 2023.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #786 holding.
Baystate Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 9 quarters since.
Baystate Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $8K in Q4 2022.
346 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.