EWM
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Evermay Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Evermay Wealth Management’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
-385
Closed -$28.1K – 613
2024
Q2 		$28.1K Sell
385
-78
-17% -$5.72K ﹤0.01% 387
2024
Q1 		$35.2K Buy
+463
New +$33.5K 0.01% 378

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 $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
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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 $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evermay Wealth Management's MDYV Position: Q3 2024 in Review

Evermay Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2024, closing a stake of 385 shares — an estimated $28.1K sold.

Evermay Wealth Management first reported a position in MDYV in Q1 2024 and held it in 2 quarters. The position peaked at $35.2K in Q1 2024. 351 funds tracked by Wall St. Rank hold MDYV as of Q3 2024.

  • Evermay Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 385 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2024, an estimated $28.1K.
  • Evermay Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Evermay Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $35.2K in Q1 2024.
  • 351 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.