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

World 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 Q2	–	Sell	-4,268	Closed	-$324K	–	629
2024 Q1	$324K	Buy	+4,268	New	+$309K	0.05%	294
2021 Q3	–	Sell	-4,243	Closed	-$286K	–	260
2021 Q2	$286K	Buy	+4,243	New	+$291K	0.07%	196
2021 Q1	–	Sell	-186,439	Closed	-$11.4M	–	235
2020 Q4	$11.4M	Buy	+186,439	New	+$9.41M	2.89%	7
2019 Q4	–	Sell	-178,858	Closed	-$9.18M	–	174
2019 Q3	$9.18M	Buy	+178,858	New	+$9.03M	3.93%	6

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

World Investment Advisors's MDYV Position: Q2 2024 in Review

World Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2024, closing a stake of 4,268 shares — an estimated $324K sold.

World Investment Advisors first reported a position in MDYV in Q3 2019 and held it in 4 quarters. The position peaked at $11.4M in Q4 2020. 338 funds tracked by Wall St. Rank hold MDYV as of Q2 2024.

World Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2024 after selling out during the quarter.
World Investment Advisors sold 4,268 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2024, an estimated $324K.
World Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2019 and held it in 4 quarters.
World Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $11.4M in Q4 2020.
338 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2024.

Based on World Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.