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

Financial Management Professionals’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	-17	Closed	-$1K	–	975
2024 Q1	$1K	Hold	17	–	–	﹤0.01%	870
2023 Q4	$1K	Hold	17	–	–	﹤0.01%	862
2023 Q3	$1K	Hold	17	–	–	﹤0.01%	809
2023 Q2	$1K	Hold	17	–	–	﹤0.01%	848
2023 Q1	$1K	Hold	17	–	–	﹤0.01%	912
2022 Q4	$1K	Hold	17	–	–	﹤0.01%	841
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	840
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	850
2022 Q1	$1K	Sell	17 -126	-88%	-$8.73K	﹤0.01%	912
2021 Q4	$10K	Sell	143 -11,101	-99%	-$777K	﹤0.01%	482
2021 Q3	$745K	Sell	11,244 -851,342	-99%	-$57.3M	0.17%	43
2021 Q2	$58.2M	Buy	+862,586	New	+$59.2M	14.99%	1
2017 Q1	–	Sell	-988,800	Closed	-$46.1M	–	297
2016 Q4	$46.1M	Buy	+988,800	New	+$44.3M	24.05%	1
2015 Q3	–	Sell	-10	Closed	–	–	279
2015 Q2	$0	Sell	10 -1,256	-99%	-$55.2K	﹤0.01%	277
2015 Q1	$55K	Buy	+1,266	New	+$54.1K	0.03%	80

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 Management Professionals's MDYV Position: Q2 2024 in Review

Financial Management Professionals sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 17 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in MDYV in Q1 2015 and held it in 15 quarters. The position peaked at $58.2M in Q2 2021. 339 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

Financial Management Professionals 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 Management Professionals sold 17 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $1K.
Financial Management Professionals first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2015 and held it in 15 quarters.
Financial Management Professionals's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $58.2M in Q2 2021.
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 Management Professionals's 13F filing for Q2 2024, filed 12 Jul 2024.