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

GoalVest Advisory’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
-369
Closed -$28K – 373
2024
Q1 		$28K Buy
+369
New +$26.7K 0.01% 238

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's MDYV Position: Q2 2024 in Review

GoalVest Advisory sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 369 shares — an estimated $28K sold.

GoalVest Advisory first reported a position in MDYV in Q1 2024 and held it in 1 quarter. The position peaked at $28K in Q1 2024. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

  • GoalVest Advisory reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • GoalVest Advisory sold 369 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $28K.
  • GoalVest Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • GoalVest Advisory's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $28K in Q1 2024.
  • 338 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.