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Householder Group Estate & Retirement Specialist’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-125
Closed -$9K – 927
2024
Q3 		$9K Hold
125
– – ﹤0.01% 836
2024
Q2 		$9K Hold
125
– – ﹤0.01% 832
2024
Q1 		$9.5K Hold
125
– – ﹤0.01% 822
2023
Q4 		$9K Hold
125
– – ﹤0.01% 787
2023
Q3 		$8.11K Buy
+125
New +$8.58K ﹤0.01% 837
2023
Q1 		$8K Buy
+125
New +$8.58K ﹤0.01% 858

Other funds holding MDYV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MDYV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2024, closing a stake of 125 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in MDYV in Q1 2023 and held it in 6 quarters. The position peaked at $9.5K in Q1 2024. 374 funds tracked by Wall St. Rank hold MDYV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 125 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2024, an estimated $9K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $9.5K in Q1 2024.
  • 374 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.