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

SpiderRock 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 Q3	$466K	Buy	+5,864	New	+$448K	0.01%	639

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

SpiderRock Advisors's MDYV Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2024: 5,864 shares worth $466K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings.

351 funds tracked by Wall St. Rank hold MDYV as of Q3 2024.

SpiderRock Advisors held 5,864 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $466K as of Q3 2024.
State Street SPDR S&P 400 Mid Cap Value ETF was a new SpiderRock Advisors position in Q3 2024.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #639 holding.
351 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.