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POM Investment Strategies’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

POM Investment Strategies’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 		– Sell
-170
Closed -$12.4K – 356
2024
Q2 		$12.4K Buy
+170
New +$12.5K 0.01% 166

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LPL Financial
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
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

POM Investment Strategies's MDYV Position: Q3 2024 in Review

POM Investment Strategies sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2024, closing a stake of 170 shares — an estimated $12.4K sold.

POM Investment Strategies first reported a position in MDYV in Q2 2024 and held it in 1 quarter. The position peaked at $12.4K in Q2 2024. 351 funds tracked by Wall St. Rank hold MDYV as of Q3 2024.

  • POM Investment Strategies reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • POM Investment Strategies sold 170 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2024, an estimated $12.4K.
  • POM Investment Strategies first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • POM Investment Strategies's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $12.4K in Q2 2024.
  • 351 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2024.

Based on POM Investment Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.