Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2023 Q4	–	Sell	-3,123	Closed	-$203K	–	275
2023 Q3	$203K	Buy	3,123 +173	+6%	+$11.9K	0.01%	240
2023 Q2	$203K	Buy	+2,950	New	+$193K	0.01%	245
2022 Q2	–	Sell	-3,162	Closed	-$222K	–	258
2022 Q1	$222K	Buy	3,162 +122	+4%	+$8.46K	0.02%	239
2021 Q4	$216K	Buy	3,040 +163	+6%	+$11.4K	0.02%	251
2021 Q3	$190K	Sell	2,877 -2,297	-44%	-$155K	0.02%	183
2021 Q2	$349K	Buy	+5,174	New	+$355K	0.04%	176

Other funds holding MDYV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MDYV Position: Q4 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2023, closing a stake of 3,123 shares — an estimated $203K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MDYV in Q2 2021 and held it in 6 quarters. The position peaked at $349K in Q2 2021. 347 funds tracked by Wall St. Rank hold MDYV as of Q4 2023.

Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2023 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3,123 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2023, an estimated $203K.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2021 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $349K in Q2 2021.
347 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.