EDRIA
MDYV icon

Edmonds Duncan Registered Investment Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 		$216K Buy
+2,713
New +$207K 0.05% 100
2024
Q2 		– Sell
-2,713
Closed -$206K – 136
2024
Q1 		$206K Sell
2,713
-37
-1% -$2.68K 0.05% 124
2023
Q4 		$202K Buy
+2,750
New +$182K 0.05% 124
2022
Q2 		– Sell
-2,944
Closed -$207K – 138
2022
Q1 		$207K Buy
+2,944
New +$204K 0.06% 130

Other funds holding MDYV

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 $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
TIAA Trust, National Association
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's MDYV Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2024: 2,713 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings. This is a return to the name: Edmonds Duncan Registered Investment Advisors previously reported a position in MDYV as recently as Q1 2024.

Edmonds Duncan Registered Investment Advisors first reported a position in MDYV in Q1 2022 and has held it in 4 quarters since. 352 funds tracked by Wall St. Rank hold MDYV as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 2,713 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $216K as of Q3 2024.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Edmonds Duncan Registered Investment Advisors position in Q3 2024.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.05% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #100 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 4 quarters since.
  • 352 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.