First Horizon Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

First Horizon Advisors’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	–	Hold	0	–	–	–	2262
2023 Q2	–	Sell	-102	Closed	-$6.74K	–	2502
2023 Q1	$6.74K	Sell	102 -91	-47%	-$6.25K	﹤0.01%	1717
2022 Q4	$12.5K	Hold	193	–	–	﹤0.01%	1455
2022 Q3	$10K	Sell	193 -657	-77%	-$41.9K	﹤0.01%	1511
2022 Q2	$51K	Buy	850 +168	+25%	+$11K	﹤0.01%	925
2022 Q1	$48K	Buy	682 +478	+234%	+$33.1K	﹤0.01%	656
2021 Q4	$14K	Hold	204	–	–	﹤0.01%	1416
2021 Q3	$13K	Hold	204	–	–	﹤0.01%	1431
2021 Q2	$13K	Buy	+204	New	+$14K	﹤0.01%	1262
2020 Q1	–	Sell	-304	Closed	-$16K	–	1489
2019 Q4	$16K	Buy	+304	New	+$16K	﹤0.01%	943

Other funds holding MDYV

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

First Horizon Advisors's MDYV Position: Q4 2024 in Review

First Horizon Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q4 2024 at 0 shares worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

First Horizon Advisors first reported a position in MDYV in Q4 2019 and has held it in 9 quarters since. The position peaked at $51K in Q2 2022. 373 funds tracked by Wall St. Rank hold MDYV as of Q4 2024.

First Horizon Advisors held 0 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $33 as of Q4 2024.
First Horizon Advisors left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q4 2024.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q4 2024, its #2262 holding.
First Horizon Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 9 quarters since.
First Horizon Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $51K in Q2 2022.
373 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2024.

Based on First Horizon Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.