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

Ridgewood Investments’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
Q4 		– Sell
-160
Closed -$12.7K – 741
2024
Q3 		$12.7K Hold
160
– – 0.01% 473
2024
Q2 		$11.7K Buy
+160
New +$11.7K 0.01% 490
2023
Q3 		– Sell
-160
Closed -$11K – 523
2023
Q2 		$11K Hold
160
– – 0.01% 504
2023
Q1 		$10.6K Buy
+160
New +$11K 0.01% 509

Other funds holding MDYV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ridgewood Investments's MDYV Position: Q4 2024 in Review

Ridgewood Investments sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2024, closing a stake of 160 shares — an estimated $12.7K sold.

Ridgewood Investments first reported a position in MDYV in Q1 2023 and held it in 4 quarters. The position peaked at $12.7K in Q3 2024. 373 funds tracked by Wall St. Rank hold MDYV as of Q4 2024.

  • Ridgewood Investments reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Ridgewood Investments sold 160 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2024, an estimated $12.7K.
  • Ridgewood Investments first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 4 quarters.
  • Ridgewood Investments's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $12.7K in Q3 2024.
  • 373 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2024.

Based on Ridgewood Investments's 13F filing for Q4 2024, filed 10 Jan 2025.