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

Executive 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 Q4	$5.16M	Buy	+64,311	New	+$5.28M	0.4%	72
2022 Q4	–	Sell	-5,497	Closed	-$5.5K	–	192
2022 Q3	$5.5K	Buy	+5,497	New	+$351K	0.77%	43
2021 Q4	–	Sell	-57,713	Closed	-$3.82M	–	204
2021 Q3	$3.82M	Sell	57,713 -5,003	-8%	-$337K	0.42%	71
2021 Q2	$4.23M	Buy	62,716 +12,468	+25%	+$855K	0.46%	67
2021 Q1	$3.29M	Buy	50,248 +3,502	+7%	+$215K	0.39%	69
2020 Q4	$2.59M	Buy	+46,746	New	+$2.36M	0.32%	77
2020 Q1	–	Sell	-37,136	Closed	-$2.03M	–	135
2019 Q4	$2.03M	Buy	+37,136	New	+$1.96M	0.28%	62
2019 Q3	–	Sell	-243	Closed	-$12K	–	520
2019 Q2	$12K	Buy	243 +1	+0.4%	+$51	﹤0.01%	581
2019 Q1	$12K	Hold	242	–	–	﹤0.01%	517
2018 Q4	$11K	Buy	+242	New	+$11.9K	﹤0.01%	542

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

Executive Wealth Management's MDYV Position: Q4 2024 in Review

Executive Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2024: 64,311 shares worth $5.16M. The stake represents 0.4% of the portfolio and ranks #72 among its holdings. This is a return to the name: Executive Wealth Management previously reported a position in MDYV as recently as Q3 2022.

Executive Wealth Management first reported a position in MDYV in Q4 2018 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold MDYV as of Q4 2024.

Executive Wealth Management held 64,311 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $5.16M as of Q4 2024.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Executive Wealth Management position in Q4 2024.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.4% of Executive Wealth Management's portfolio in Q4 2024, its #72 holding.
Executive Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 10 quarters since.
373 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.