Parallel Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Parallel Advisors’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
2025 Q1	–	Sell	-108	Closed	-$8.66K	–	3610
2024 Q4	$8.66K	Buy	+108	New	+$8.87K	﹤0.01%	2452
2020 Q3	–	Sell	-974	Closed	-$41K	–	2634
2020 Q2	$41K	Hold	974	–	–	﹤0.01%	1119
2020 Q1	$34K	Hold	974	–	–	﹤0.01%	1082
2019 Q4	$53K	Hold	974	–	–	﹤0.01%	1016
2019 Q3	$50K	Hold	974	–	–	﹤0.01%	984
2019 Q2	$50K	Hold	974	–	–	﹤0.01%	904
2019 Q1	$49K	Hold	974	–	–	0.01%	861
2018 Q4	$43K	Buy	974 +300	+45%	+$14.7K	0.01%	813
2018 Q3	$36K	Buy	+674	New	+$36.2K	﹤0.01%	930
2017 Q2	–	Sell	-148	Closed	-$7K	–	2162
2017 Q1	$7K	Sell	148 -926	-86%	-$44.5K	﹤0.01%	1357
2016 Q4	$50K	Buy	+1,074	New	+$48.2K	0.01%	583

Other funds holding MDYV

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

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

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

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

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

LFS

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

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Parallel Advisors's MDYV Position: Q1 2025 in Review

Parallel Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 108 shares — an estimated $8.66K sold.

Parallel Advisors first reported a position in MDYV in Q4 2016 and held it in 11 quarters. The position peaked at $53K in Q4 2019. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

Parallel Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Parallel Advisors sold 108 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $8.66K.
Parallel Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2016 and held it in 11 quarters.
Parallel Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $53K in Q4 2019.
372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.