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

Wetzel Investment 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 		– Sell
-44
Closed -$3.34K – 585
2024
Q2 		$3.34K Hold
44
– – ﹤0.01% 656
2024
Q1 		$3.1K Sell
44
-22
-33% -$1.59K ﹤0.01% 767
2023
Q4 		$5K Buy
+66
New +$4.37K ﹤0.01% 688

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
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
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's MDYV Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2024, closing a stake of 44 shares — an estimated $3.34K sold.

Wetzel Investment Advisors first reported a position in MDYV in Q4 2023 and held it in 3 quarters. The position peaked at $5K in Q4 2023. 351 funds tracked by Wall St. Rank hold MDYV as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 44 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2024, an estimated $3.34K.
  • Wetzel Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5K in Q4 2023.
  • 351 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.