D. Scott Neal’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

D. Scott Neal’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 Q3	–	Sell	-18,211	Closed	-$1.33M	–	64
2024 Q2	$1.33M	Hold	18,211	–	–	0.74%	25
2024 Q1	$1.38M	Sell	18,211 -529	-3%	-$38.3K	0.91%	22
2023 Q4	$1.38M	Buy	18,740 +157	+0.8%	+$10.4K	1.23%	17
2023 Q3	$1.21M	Sell	18,583 -9,174	-33%	-$630K	1.03%	20
2023 Q2	$1.91M	Sell	27,757 -10,146	-27%	-$663K	1.44%	17
2023 Q1	$2.5M	Sell	37,903 -7,347	-16%	-$504K	1.4%	14
2022 Q4	$2.93M	Buy	45,250 +144	+0.3%	+$9.24K	1.42%	15
2022 Q3	$2.61M	Sell	45,106 -1,535	-3%	-$97.9K	1.1%	15
2022 Q2	$2.82M	Sell	46,641 -9,194	-16%	-$602K	1.17%	13
2022 Q1	$3.93M	Buy	55,835 +278	+0.5%	+$19.3K	1.56%	13
2021 Q4	$3.95M	Sell	55,557 -158,828	-74%	-$11.1M	1.49%	13
2021 Q3	$14.2M	Buy	+214,385	New	+$14.4M	6%	6

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

D. Scott Neal's MDYV Position: Q3 2024 in Review

D. Scott Neal sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2024, closing a stake of 18,211 shares — an estimated $1.33M sold.

D. Scott Neal first reported a position in MDYV in Q3 2021 and held it in 12 quarters. The position peaked at $14.2M in Q3 2021. 351 funds tracked by Wall St. Rank hold MDYV as of Q3 2024.

D. Scott Neal reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2024 after selling out during the quarter.
D. Scott Neal sold 18,211 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2024, an estimated $1.33M.
D. Scott Neal first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2021 and held it in 12 quarters.
D. Scott Neal's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $14.2M in Q3 2021.
351 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2024.

Based on D. Scott Neal's 13F filing for Q3 2024, filed 17 Oct 2024.