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

RE Dickinson Investment 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
2024 Q2	–	Sell	-82	Closed	-$6K	–	234
2024 Q1	$6K	Hold	82	–	–	﹤0.01%	176
2023 Q4	$6K	Hold	82	–	–	﹤0.01%	179
2023 Q3	$5K	Hold	82	–	–	﹤0.01%	199
2023 Q2	$6K	Hold	82	–	–	﹤0.01%	275
2023 Q1	$5K	Hold	82	–	–	﹤0.01%	306
2022 Q4	$5K	Hold	82	–	–	﹤0.01%	292
2022 Q3	$5K	Hold	82	–	–	﹤0.01%	181
2022 Q2	$5	Hold	82	–	–	﹤0.01%	203
2022 Q1	$6K	Hold	82	–	–	﹤0.01%	203
2021 Q4	$6K	Buy	+82	New	+$5.74K	﹤0.01%	202

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

RE Dickinson Investment Advisors's MDYV Position: Q2 2024 in Review

RE Dickinson Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 82 shares — an estimated $6K sold.

RE Dickinson Investment Advisors first reported a position in MDYV in Q4 2021 and held it in 10 quarters. The position peaked at $6K in Q1 2024. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

RE Dickinson Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
RE Dickinson Investment Advisors sold 82 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $6K.
RE Dickinson Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and held it in 10 quarters.
RE Dickinson Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6K 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 RE Dickinson Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.