Dorsey & Whitney Trust’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Dorsey & Whitney Trust’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	-2,890	Closed	-$220K	–	648
2024 Q1	$220K	Hold	2,890	–	–	0.02%	576
2023 Q4	$212K	Sell	2,890 -455	-14%	-$30.1K	0.02%	564
2023 Q3	$217K	Hold	3,345	–	–	0.02%	522
2023 Q2	$230K	Hold	3,345	–	–	0.02%	515
2023 Q1	$221K	Hold	3,345	–	–	0.02%	501
2022 Q4	$216K	Sell	3,345 -225	-6%	-$14.4K	0.02%	510
2022 Q3	$206K	Hold	3,570	–	–	0.02%	496
2022 Q2	$216K	Hold	3,570	–	–	0.02%	486
2022 Q1	$251K	Buy	+3,570	New	+$247K	0.02%	479

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

Dorsey & Whitney Trust's MDYV Position: Q2 2024 in Review

Dorsey & Whitney Trust sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 2,890 shares — an estimated $220K sold.

Dorsey & Whitney Trust first reported a position in MDYV in Q1 2022 and held it in 9 quarters. The position peaked at $251K in Q1 2022. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

Dorsey & Whitney Trust reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Dorsey & Whitney Trust sold 2,890 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $220K.
Dorsey & Whitney Trust first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and held it in 9 quarters.
Dorsey & Whitney Trust's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $251K in Q1 2022.
338 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2024, filed 7 Aug 2024.