M&R Capital Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

M&R Capital 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 Q3	$3.37K	Hold	42	–	–	﹤0.01%	485
2024 Q2	$3.09K	Hold	42	–	–	﹤0.01%	472
2024 Q1	$3.21K	Hold	42	–	–	﹤0.01%	474
2023 Q4	$3.1K	Hold	42	–	–	﹤0.01%	521
2023 Q3	$2.73K	Hold	42	–	–	﹤0.01%	511
2023 Q2	$2.89K	Hold	42	–	–	﹤0.01%	500
2023 Q1	$2.77K	Hold	42	–	–	﹤0.01%	492
2022 Q4	$2.72K	Buy	+42	New	+$2.7K	﹤0.01%	457

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 $56.3B AUM 17.83% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&R Capital Management's MDYV Position: Q3 2024 in Review

M&R Capital Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q3 2024 at 42 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

M&R Capital Management first reported a position in MDYV in Q4 2022 and has held it in 8 quarters since. 352 funds tracked by Wall St. Rank hold MDYV as of Q3 2024.

M&R Capital Management held 42 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.37K as of Q3 2024.
M&R Capital Management left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q3 2024.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #485 holding.
M&R Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
352 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.