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

Laidlaw Wealth 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
2023 Q3	–	Sell	-2,982	Closed	-$205K	–	334
2023 Q2	$205K	Buy	+2,982	New	+$195K	0.04%	324
2023 Q1	–	Sell	-3,955	Closed	-$256K	–	369
2022 Q4	$256K	Sell	3,955 -823	-17%	-$52.8K	0.05%	292
2022 Q3	$276K	Hold	4,778	–	–	0.06%	252
2022 Q2	$289K	Sell	4,778 -395	-8%	-$25.9K	0.06%	277
2022 Q1	$364K	Sell	5,173 -2,221	-30%	-$154K	0.06%	270
2021 Q4	$526K	Sell	7,394 -3,219	-30%	-$225K	0.08%	216
2021 Q3	$703K	Sell	10,613 -2,479	-19%	-$167K	0.18%	120
2021 Q2	$884K	Sell	13,092 -1,718	-12%	-$118K	0.23%	99
2021 Q1	$969K	Sell	14,810 -13,584	-48%	-$833K	0.33%	80
2020 Q4	$1.58M	Sell	28,394 -13,709	-33%	-$692K	0.33%	82
2020 Q3	$1.83M	Sell	42,103 -8,918	-17%	-$395K	0.81%	35
2020 Q2	$2.17M	Buy	51,021 +192	+0.4%	+$7.73K	1.14%	18
2020 Q1	$1.79M	Buy	50,829 +23,099	+83%	+$1.11M	1.17%	19
2019 Q4	$1.52M	Buy	+27,730	New	+$1.46M	0.96%	28

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

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

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Laidlaw Wealth Management's MDYV Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2023, closing a stake of 2,982 shares — an estimated $205K sold.

Laidlaw Wealth Management first reported a position in MDYV in Q4 2019 and held it in 14 quarters. The position peaked at $2.17M in Q2 2020. 304 funds tracked by Wall St. Rank hold MDYV as of Q3 2023.

Laidlaw Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 2,982 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2023, an estimated $205K.
Laidlaw Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and held it in 14 quarters.
Laidlaw Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.17M in Q2 2020.
304 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.