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Gateway Wealth Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Gateway Wealth Partners’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
2023
Q3 		– Sell
-6,358
Closed -$437K – 264
2023
Q2 		$437K Hold
6,358
– – 0.08% 137
2023
Q1 		$420K Buy
6,358
+22
+0.3% +$1.51K 0.06% 135
2022
Q4 		$410K Buy
+6,336
New +$407K 0.07% 124

Other funds holding MDYV

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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Gateway Wealth Partners's MDYV Position: Q3 2023 in Review

Gateway Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2023, closing a stake of 6,358 shares — an estimated $437K sold.

Gateway Wealth Partners first reported a position in MDYV in Q4 2022 and held it in 3 quarters. The position peaked at $437K in Q2 2023. 304 funds tracked by Wall St. Rank hold MDYV as of Q3 2023.

  • Gateway Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 6,358 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2023, an estimated $437K.
  • Gateway Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 3 quarters.
  • Gateway Wealth Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $437K in Q2 2023.
  • 304 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2023.

Based on Gateway Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.