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

Halpern Financial’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 		– Hold
0
– – – 228
2020
Q1 		– Sell
-1,444
Closed -$79.1K – 180
2019
Q4 		$79.1K Buy
+1,444
New +$76.2K 0.06% 47

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Stifel Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's MDYV Position: Q3 2024 in Review

Halpern Financial held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q3 2024 at 0 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Halpern Financial first reported a position in MDYV in Q4 2019 and has held it in 1 quarter since. The position peaked at $79.1K in Q4 2019. 351 funds tracked by Wall St. Rank hold MDYV as of Q3 2024.

  • Halpern Financial held 0 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $31 as of Q3 2024.
  • Halpern Financial left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q3 2024.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #228 holding.
  • Halpern Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 1 quarter since.
  • Halpern Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $79.1K in Q4 2019.
  • 351 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.