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Hirtle Callaghan & Co’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Hirtle Callaghan & Co’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
-2,854
Closed -$208K – 103
2024
Q2 		$208K Buy
+2,854
New +$209K 0.01% 95

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

Hirtle Callaghan & Co's MDYV Position: Q3 2024 in Review

Hirtle Callaghan & Co sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2024, closing a stake of 2,854 shares — an estimated $208K sold.

Hirtle Callaghan & Co first reported a position in MDYV in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 351 funds tracked by Wall St. Rank hold MDYV as of Q3 2024.

  • Hirtle Callaghan & Co reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 2,854 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2024, an estimated $208K.
  • Hirtle Callaghan & Co first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Hirtle Callaghan & Co's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $208K 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 Hirtle Callaghan & Co's 13F filing for Q3 2024, filed 13 Nov 2024.