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

ABLE Financial 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
2025
Q2 		– Sell
-2,637
Closed -$203K – 212
2025
Q1 		$203K Sell
2,637
-943
-26% -$75.9K 0.06% 192
2024
Q4 		$287K Sell
3,580
-296
-8% -$24.3K 0.08% 151
2024
Q3 		$308K Sell
3,876
-944
-20% -$72.1K 0.1% 145
2024
Q2 		$352K Sell
4,820
-1,939
-29% -$142K 0.13% 122
2024
Q1 		$514K Sell
6,759
-118,801
-95% -$8.6M 0.2% 88
2023
Q4 		$9.21M Buy
125,560
+8,754
+7% +$579K 3.98% 4
2023
Q3 		$7.58M Buy
116,806
+11,608
+11% +$797K 3.79% 6
2023
Q2 		$7.24M Buy
105,198
+24,467
+30% +$1.6M 3.74% 5
2023
Q1 		$5.33M Buy
+80,731
New +$5.54M 3.48% 6

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ABLE Financial Group's MDYV Position: Q2 2025 in Review

ABLE Financial Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 2,637 shares — an estimated $203K sold.

ABLE Financial Group first reported a position in MDYV in Q1 2023 and held it in 9 quarters. The position peaked at $9.21M in Q4 2023. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • ABLE Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • ABLE Financial Group sold 2,637 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $203K.
  • ABLE Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 9 quarters.
  • ABLE Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $9.21M in Q4 2023.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on ABLE Financial Group's 13F filing for Q2 2025, filed 14 Jul 2025.