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

Indiana Trust & 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
Q1 		– Sell
-87
Closed -$6.38K – 481
2023
Q4 		$6.38K Hold
87
– – ﹤0.01% 388
2023
Q3 		$5.64K Buy
+87
New +$5.97K ﹤0.01% 388

Other funds holding MDYV

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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 $1.92B AUM 26.86% 1-Year Est. Return

Indiana Trust & Investment Management's MDYV Position: Q1 2024 in Review

Indiana Trust & Investment Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2024, closing a stake of 87 shares — an estimated $6.38K sold.

Indiana Trust & Investment Management first reported a position in MDYV in Q3 2023 and held it in 2 quarters. The position peaked at $6.38K in Q4 2023. 356 funds tracked by Wall St. Rank hold MDYV as of Q1 2024.

  • Indiana Trust & Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 87 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2024, an estimated $6.38K.
  • Indiana Trust & Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2023 and held it in 2 quarters.
  • Indiana Trust & Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6.38K in Q4 2023.
  • 356 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2024, filed 16 Apr 2024.