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Richardson Financial Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Richardson Financial Services’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
Q1 		– Sell
-479
Closed -$35.1K – 634
2023
Q4 		$35.1K Buy
+479
New +$31.7K 0.03% 238

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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 $1.61B AUM 19.97% 1-Year Est. Return

Richardson Financial Services's MDYV Position: Q1 2024 in Review

Richardson Financial Services sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2024, closing a stake of 479 shares — an estimated $35.1K sold.

Richardson Financial Services first reported a position in MDYV in Q4 2023 and held it in 1 quarter. The position peaked at $35.1K in Q4 2023. 356 funds tracked by Wall St. Rank hold MDYV as of Q1 2024.

  • Richardson Financial Services reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Richardson Financial Services sold 479 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2024, an estimated $35.1K.
  • Richardson Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Richardson Financial Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $35.1K in Q4 2023.
  • 356 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2024.

Based on Richardson Financial Services's 13F filing for Q1 2024, filed 3 May 2024.