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

Gradient Investments’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 Q3	–	Sell	-1,047	Closed	-$76.4K	–	904
2024 Q2	$76.4K	Buy	1,047 +970	+1,260%	+$71.2K	﹤0.01%	431
2024 Q1	$5.83K	Sell	77 -75	-49%	-$5.43K	﹤0.01%	703
2023 Q4	$11.2K	Hold	152	–	–	﹤0.01%	819
2023 Q3	$9.86K	Buy	152 +75	+97%	+$5.15K	﹤0.01%	814
2023 Q2	$5.3K	Hold	77	–	–	﹤0.01%	942
2023 Q1	$5.09K	Hold	77	–	–	﹤0.01%	946
2022 Q4	$4.98K	Hold	77	–	–	﹤0.01%	930
2022 Q3	$4K	Hold	77	–	–	﹤0.01%	1003
2022 Q2	$5K	Hold	77	–	–	﹤0.01%	895
2022 Q1	$5K	Hold	77	–	–	﹤0.01%	889
2021 Q4	$5K	Hold	77	–	–	﹤0.01%	937
2021 Q3	$5K	Hold	77	–	–	﹤0.01%	882
2021 Q2	$5K	Hold	77	–	–	﹤0.01%	880
2021 Q1	$5K	Sell	77 -104	-57%	-$6.38K	﹤0.01%	886
2020 Q4	$8K	Hold	181	–	–	﹤0.01%	740
2020 Q3	$8K	Buy	+181	New	+$8.02K	﹤0.01%	746
2019 Q2	–	Sell	-27	Closed	-$1K	–	1052
2019 Q1	$1K	Sell	27 -251	-90%	-$12.5K	﹤0.01%	803
2018 Q4	$12K	Buy	+278	New	+$13.7K	﹤0.01%	547

Other funds holding MDYV

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

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Gradient Investments's MDYV Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2024, closing a stake of 1,047 shares — an estimated $76.4K sold.

Gradient Investments first reported a position in MDYV in Q4 2018 and held it in 18 quarters. The position peaked at $76.4K in Q2 2024. 351 funds tracked by Wall St. Rank hold MDYV as of Q3 2024.

Gradient Investments reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1,047 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2024, an estimated $76.4K.
Gradient Investments first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and held it in 18 quarters.
Gradient Investments's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $76.4K in Q2 2024.
351 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.