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Gilbert & Cook’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Gilbert & Cook’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
-3,693
Closed -$254K – 230
2023
Q2 		$254K Buy
+3,693
New +$241K 0.04% 188

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
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

Gilbert & Cook's MDYV Position: Q3 2023 in Review

Gilbert & Cook sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2023, closing a stake of 3,693 shares — an estimated $254K sold.

Gilbert & Cook first reported a position in MDYV in Q2 2023 and held it in 1 quarter. The position peaked at $254K in Q2 2023. 304 funds tracked by Wall St. Rank hold MDYV as of Q3 2023.

  • Gilbert & Cook reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Gilbert & Cook sold 3,693 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2023, an estimated $254K.
  • Gilbert & Cook first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Gilbert & Cook's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $254K 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 Gilbert & Cook's 13F filing for Q3 2023, filed 2 Nov 2023.