Lincoln National Corp’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Lincoln National Corp’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	-6,689	Closed	-$508K	–	715
2024 Q1	$508K	Buy	6,689 +2,747	+70%	+$199K	0.01%	746
2023 Q4	$289K	Buy	+3,942	New	+$261K	0.01%	885
2019 Q3	–	Sell	-4,983	Closed	-$256K	–	598
2019 Q2	$256K	Buy	4,983 +274	+6%	+$14K	0.01%	462
2019 Q1	$237K	Buy	4,709 +213	+5%	+$10.6K	0.01%	448
2018 Q4	$200K	Buy	4,496 +424	+10%	+$20.8K	0.01%	446
2018 Q3	$219K	Sell	4,072 -62	-1%	-$3.33K	0.01%	435
2018 Q2	$215K	Buy	4,134 +10	+0.2%	+$514	0.01%	439
2018 Q1	$205K	Sell	4,124 -4,102	-50%	-$209K	0.01%	450
2017 Q4	$423K	Buy	+8,226	New	+$415K	0.01%	401

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

Lincoln National Corp's MDYV Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 6,689 shares — an estimated $508K sold.

Lincoln National Corp first reported a position in MDYV in Q4 2017 and held it in 9 quarters. The position peaked at $508K in Q1 2024. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

Lincoln National Corp reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 6,689 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $508K.
Lincoln National Corp first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and held it in 9 quarters.
Lincoln National Corp's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $508K in Q1 2024.
338 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.