Financial Gravity Asset Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Financial Gravity Asset 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	-12	Closed	-$933	–	1656
2024 Q1	$933	Sell	12 -1	-8%	-$72	﹤0.01%	747
2023 Q4	$923	Buy	+13	New	+$860	﹤0.01%	798
2021 Q3	$66K	Hold	17	–	–	0.03%	467
2021 Q2	$68K	Buy	+17	New	+$1.17K	0.02%	469
2020 Q4	$1K	Buy	+16	New	+$807	﹤0.01%	421
2019 Q4	$55K	Buy	2,197 +540	+33%	+$28.5K	0.04%	590
2019 Q3	$85K	Buy	1,657 +14	+0.9%	+$707	0.07%	228
2019 Q2	$84K	Buy	1,643 +59	+4%	+$3.01K	0.07%	250
2019 Q1	$81K	Buy	+1,584	New	+$78.7K	0.07%	228
2018 Q3	$79K	Buy	1,648 +1,162	+239%	+$62.3K	0.08%	243
2018 Q2	$26K	Buy	486 +76	+19%	+$3.9K	0.02%	444
2018 Q1	$20K	Buy	+410	New	+$20.9K	0.02%	505

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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 Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's MDYV Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 12 shares — an estimated $933 sold.

Financial Gravity Asset Management first reported a position in MDYV in Q1 2018 and held it in 12 quarters. The position peaked at $85K in Q3 2019. 339 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

Financial Gravity Asset 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.
Financial Gravity Asset Management sold 12 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $933.
Financial Gravity Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $85K in Q3 2019.
339 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.