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

Evensky & Katz’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	-388	Closed	-$31K	–	80
2024 Q3	$31K	Sell	388 -220	-36%	-$16.8K	﹤0.01%	79
2024 Q2	$44K	Buy	608 +5	+0.8%	+$367	﹤0.01%	77
2024 Q1	$46K	Hold	603	–	–	﹤0.01%	79
2023 Q4	$44K	Hold	603	–	–	﹤0.01%	78
2023 Q3	$39K	Hold	603	–	–	﹤0.01%	79
2023 Q2	$41K	Hold	603	–	–	﹤0.01%	80
2023 Q1	$40K	Hold	603	–	–	﹤0.01%	79
2022 Q4	$39K	Buy	+603	New	+$38.7K	﹤0.01%	79

Other funds holding MDYV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

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

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

Evensky & Katz's MDYV Position: Q4 2024 in Review

Evensky & Katz sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2024, closing a stake of 388 shares — an estimated $31K sold.

Evensky & Katz first reported a position in MDYV in Q4 2022 and held it in 8 quarters. The position peaked at $46K in Q1 2024. 373 funds tracked by Wall St. Rank hold MDYV as of Q4 2024.

Evensky & Katz reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Evensky & Katz sold 388 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2024, an estimated $31K.
Evensky & Katz first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 8 quarters.
Evensky & Katz's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $46K in Q1 2024.
373 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2024.

Based on Evensky & Katz's 13F filing for Q4 2024, filed 14 Feb 2025.