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

World Equity Group’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	-4,753	Closed	-$378K	–	381
2024 Q3	$378K	Buy	+4,753	New	+$363K	0.14%	151
2023 Q1	–	Sell	-4,363	Closed	-$282K	–	561
2022 Q4	$282K	Buy	+4,363	New	+$280K	0.07%	263
2022 Q2	–	Sell	-8,983	Closed	-$632K	–	378
2022 Q1	$632K	Buy	+8,983	New	+$623K	0.14%	177

Other funds holding MDYV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

World Equity Group's MDYV Position: Q4 2024 in Review

World Equity Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2024, closing a stake of 4,753 shares — an estimated $378K sold.

World Equity Group first reported a position in MDYV in Q1 2022 and held it in 3 quarters. The position peaked at $632K in Q1 2022. 373 funds tracked by Wall St. Rank hold MDYV as of Q4 2024.

World Equity Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2024 after selling out during the quarter.
World Equity Group sold 4,753 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2024, an estimated $378K.
World Equity Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and held it in 3 quarters.
World Equity Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $632K in Q1 2022.
373 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2024.

Based on World Equity Group's 13F filing for Q4 2024, filed 4 Feb 2025.