Kelly Financial Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Kelly Financial Services’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	-49	Closed	-$3.6K	–	799
2024 Q1	$3.73K	Sell	49 -5,269	-99%	-$382K	﹤0.01%	529
2023 Q4	$390K	Buy	5,318 +5,269	+10,753%	+$348K	0.16%	70
2023 Q3	$3.16K	Sell	49 -64	-57%	-$4.39K	﹤0.01%	502
2023 Q2	$7.74K	Buy	113 +1	+0.9%	+$65	﹤0.01%	391
2023 Q1	$7.4K	Sell	112 -5,470	-98%	-$375K	﹤0.01%	384
2022 Q4	$361K	Buy	5,582 +5,524	+9,524%	+$355K	0.19%	62
2022 Q3	$3.37K	Buy	+58	New	+$3.7K	﹤0.01%	445
2022 Q2	–	Sell	-2,514	Closed	-$177K	–	702
2022 Q1	$177K	Buy	+2,514	New	+$174K	0.08%	86

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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 Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Kelly Financial Services's MDYV Position: Q2 2024 in Review

Kelly Financial Services sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 49 shares — an estimated $3.6K sold.

Kelly Financial Services first reported a position in MDYV in Q1 2022 and held it in 8 quarters. The position peaked at $390K in Q4 2023. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

Kelly Financial Services reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Kelly Financial Services sold 49 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $3.6K.
Kelly Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and held it in 8 quarters.
Kelly Financial Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $390K in Q4 2023.
338 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.