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Hanson & Doremus Investment Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Hanson & Doremus 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
2024
Q2 		– Sell
-19
Closed -$1K – 469
2024
Q1 		$1K Buy
+19
New +$1.38K ﹤0.01% 464

Other funds holding MDYV

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Financial Engines Advisors
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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

Hanson & Doremus Investment Management's MDYV Position: Q2 2024 in Review

Hanson & Doremus Investment Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 19 shares — an estimated $1K sold.

Hanson & Doremus Investment Management first reported a position in MDYV in Q1 2024 and held it in 1 quarter. The position peaked at $1K in Q1 2024. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

  • Hanson & Doremus Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 19 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $1K.
  • Hanson & Doremus Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1K 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 Hanson & Doremus Investment Management's 13F filing for Q2 2024, filed 8 Aug 2024.