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David Shaw’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

David Shaw’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
Q4 		– Sell
-4,379
Closed -$348K – 4674
2024
Q3 		$348K Sell
4,379
-21,837
-83% -$1.67M ﹤0.01% 3904
2024
Q2 		$1.91M Buy
26,216
+15,142
+137% +$1.11M ﹤0.01% 2698
2024
Q1 		$842K Buy
+11,074
New +$802K ﹤0.01% 3205

Other funds holding MDYV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $56.3B AUM 17.83% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

David Shaw's MDYV Position: Q4 2024 in Review

David Shaw sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2024, closing a stake of 4,379 shares — an estimated $348K sold.

David Shaw first reported a position in MDYV in Q1 2024 and held it in 3 quarters. The position peaked at $1.91M in Q2 2024. 374 funds tracked by Wall St. Rank hold MDYV as of Q4 2024.

  • David Shaw reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • David Shaw sold 4,379 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2024, an estimated $348K.
  • David Shaw first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and held it in 3 quarters.
  • David Shaw's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.91M in Q2 2024.
  • 374 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.