FGAM
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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
-636
Closed -$48.4K – 2036
2024
Q1 		$48.4K Buy
636
+610
+2,346% +$44.2K 0.01% 393
2023
Q4 		$1.68K Buy
26
+13
+100% +$860 ﹤0.01% 1001
2023
Q3 		$760 Sell
13
-56
-81% -$3.84K ﹤0.01% 782
2023
Q2 		$138K Buy
69
+3
+5% +$196 0.38% 51
2023
Q1 		$871 Buy
66
+1
+2% +$69 0.03% 378
2022
Q4 		$127K Buy
65
+7
+12% +$449 0.66% 28
2022
Q3 		$762 Sell
58
-3
-5% -$191 0.03% 360
2022
Q2 		$797 Sell
61
-9
-13% -$590 0.02% 340
2022
Q1 		$932 Sell
70
-72
-51% -$4.99K 0.03% 346
2021
Q4 		$1.11K Buy
142
+125
+735% +$8.74K 0.03% 375
2021
Q3 		$66K Hold
17
– – 0.03% 467
2021
Q2 		$68K Sell
17
-27
-61% -$1.85K 0.02% 469
2021
Q1 		$2.86K Buy
44
+28
+175% +$1.72K 0.06% 206
2020
Q4 		$1K Buy
+16
New +$807 ﹤0.01% 421
2020
Q2 		– Sell
-1,369
Closed -$48.3K – 523
2020
Q1 		$48.3K Sell
1,369
-828
-38% -$39.9K 0.15% 70
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

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 636 shares — an estimated $48.4K sold.

Financial Gravity Asset Management first reported a position in MDYV in Q1 2018 and held it in 22 quarters. The position peaked at $138K in Q2 2023. 338 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 636 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $48.4K.
  • 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 22 quarters.
  • Financial Gravity Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $138K in Q2 2023.
  • 338 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.