S
MDYV icon

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

SignatureFD’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
2023
Q4 		– Sell
-225
Closed -$14.6K – 3211
2023
Q3 		$14.6K Hold
225
– – ﹤0.01% 2015
2023
Q2 		$15.5K Hold
225
– – ﹤0.01% 2015
2023
Q1 		$14.9K Hold
225
– – ﹤0.01% 2026
2022
Q4 		$14.6K Buy
+225
New +$14.4K ﹤0.01% 1956
2022
Q3 		– Sell
-1
Closed – – 3252
2022
Q2 		$0 Buy
+1
New +$66 ﹤0.01% 3256

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

SignatureFD's MDYV Position: Q4 2023 in Review

SignatureFD sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2023, closing a stake of 225 shares — an estimated $14.6K sold.

SignatureFD first reported a position in MDYV in Q2 2022 and held it in 5 quarters. The position peaked at $15.5K in Q2 2023. 346 funds tracked by Wall St. Rank hold MDYV as of Q4 2023.

  • SignatureFD reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • SignatureFD sold 225 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2023, an estimated $14.6K.
  • SignatureFD first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2022 and held it in 5 quarters.
  • SignatureFD's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $15.5K in Q2 2023.
  • 346 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.