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Impact Partnership Wealth’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-212
Closed -$13.8K – 997
2023
Q3 		$13.8K Buy
+212
New +$14.5K ﹤0.01% 540

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NP
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TC
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Impact Partnership Wealth's MDYV Position: Q4 2023 in Review

Impact Partnership Wealth sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2023, closing a stake of 212 shares — an estimated $13.8K sold.

Impact Partnership Wealth first reported a position in MDYV in Q3 2023 and held it in 1 quarter. The position peaked at $13.8K in Q3 2023. 346 funds tracked by Wall St. Rank hold MDYV as of Q4 2023.

  • Impact Partnership Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 212 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2023, an estimated $13.8K.
  • Impact Partnership Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $13.8K in Q3 2023.
  • 346 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.