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TD Ameritrade Investment Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-97,685
Closed -$6.72M – 292
2023
Q2 		$6.72M Sell
97,685
-62,630
-39% -$4.09M 0.07% 74
2023
Q1 		$10.6M Sell
160,315
-8,383
-5% -$575K 0.11% 72
2022
Q4 		$10.9M Sell
168,698
-30,451
-15% -$1.95M 0.11% 70
2022
Q3 		$11.5M Sell
199,149
-18,069
-8% -$1.15M 0.11% 66
2022
Q2 		$13.1M Buy
217,218
+45,124
+26% +$2.96M 0.12% 66
2022
Q1 		$12.1M Buy
172,094
+32,383
+23% +$2.24M 0.09% 74
2021
Q4 		$9.93M Sell
139,711
-30,271
-18% -$2.12M 0.07% 75
2021
Q3 		$7.38M Buy
169,982
+31,984
+23% +$2.15M 0.06% 76
2021
Q2 		$9.32M Sell
137,998
-16,987
-11% -$1.17M 0.07% 74
2021
Q1 		$8.6M Hold
154,985
– – 0.07% 74
2020
Q4 		$8.6M Sell
154,985
-14,997
-9% -$757K 0.07% 74
2020
Q3 		$7.38M Sell
169,982
-3,922
-2% -$174K 0.06% 76
2020
Q2 		$7.41M Buy
173,904
+36,450
+27% +$1.47M 0.06% 77
2020
Q1 		$4.85M Sell
137,454
-39,678
-22% -$1.91M 0.04% 81
2019
Q4 		$9.7M Sell
177,132
-1,141
-0.6% -$60.2K 0.07% 72
2019
Q3 		$9.15M Buy
178,273
+10,278
+6% +$519K 0.07% 73
2019
Q2 		$8.63M Sell
167,995
-3,334
-2% -$170K 0.07% 73
2019
Q1 		$8.63M Buy
171,329
+91,750
+115% +$4.56M 0.07% 73
2018
Q4 		$3.53M Buy
79,579
+50,009
+169% +$2.46M 0.03% 78
2018
Q3 		$1.59M Sell
29,570
-1,890
-6% -$101K 0.01% 83
2018
Q2 		$1.64M Sell
31,460
-10,332
-25% -$531K 0.01% 72
2018
Q1 		$2.08M Buy
41,792
+40,556
+3,281% +$2.07M 0.02% 60
2017
Q4 		$64K Buy
1,236
+2
+0.2% +$101 ﹤0.01% 75
2017
Q3 		$61K Hold
1,234
– – ﹤0.01% 72
2017
Q2 		$59K Sell
1,234
-900
-42% -$43.1K ﹤0.01% 71
2017
Q1 		$103K Sell
2,134
-18
-0.8% -$866 ﹤0.01% 71
2016
Q4 		$101K Hold
2,152
– – ﹤0.01% 68
2016
Q3 		$93K Hold
2,152
– – ﹤0.01% 67
2016
Q2 		$89K Buy
2,152
+216
+11% +$8.82K ﹤0.01% 65
2016
Q1 		$78K Hold
1,936
– – ﹤0.01% 66
2015
Q4 		$74K Hold
1,936
– – ﹤0.01% 67
2015
Q3 		$74K Hold
1,936
– – ﹤0.01% 64
2015
Q2 		$83K Buy
1,936
+308
+19% +$13.5K ﹤0.01% 65
2015
Q1 		$71K Sell
1,628
-36
-2% -$1.54K ﹤0.01% 67
2014
Q4 		$71K Hold
1,664
– – ﹤0.01% 65
2014
Q3 		$68K Hold
1,664
– – ﹤0.01% 65
2014
Q2 		$72K Sell
1,664
-12
-0.7% -$497 ﹤0.01% 62
2014
Q1 		$69K Sell
1,676
-112
-6% -$4.46K ﹤0.01% 75
2013
Q4 		$71K Buy
1,788
+588
+49% +$22.5K ﹤0.01% 72
2013
Q3 		$44K Hold
1,200
– – ﹤0.01% 83
2013
Q2 		$42K Buy
+1,200
New +$41.4K ﹤0.01% 79

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TD Ameritrade Investment Management's MDYV Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2023, closing a stake of 97,685 shares — an estimated $6.72M sold.

TD Ameritrade Investment Management first reported a position in MDYV in Q2 2013 and held it in 41 quarters. The position peaked at $13.1M in Q2 2022. 304 funds tracked by Wall St. Rank hold MDYV as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 97,685 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2023, an estimated $6.72M.
  • TD Ameritrade Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2013 and held it in 41 quarters.
  • TD Ameritrade Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $13.1M in Q2 2022.
  • 304 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.