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

Fernwood Investment 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
Q2 		– Sell
-2,161
Closed -$164K – 495
2024
Q1 		$164K Buy
+2,161
New +$156K 0.05% 214

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LFS
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TIAA Trust, National Association
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Stifel Financial
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FWP
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KAS
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Morgan Stanley
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Fernwood Investment Management's MDYV Position: Q2 2024 in Review

Fernwood Investment Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 2,161 shares — an estimated $164K sold.

Fernwood Investment Management first reported a position in MDYV in Q1 2024 and held it in 1 quarter. The position peaked at $164K in Q1 2024. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

  • Fernwood Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 2,161 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $164K.
  • Fernwood Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $164K in Q1 2024.
  • 338 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.