AWM
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Able Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Able Wealth 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
2025
Q3 		– Sell
-5,402
Closed -$429K – 110
2025
Q2 		$429K Buy
+5,402
New +$409K 0.22% 68

Other funds holding MDYV

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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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Able Wealth Management's MDYV Position: Q3 2025 in Review

Able Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 5,402 shares — an estimated $429K sold.

Able Wealth Management first reported a position in MDYV in Q2 2025 and held it in 1 quarter. The position peaked at $429K in Q2 2025. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • Able Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Able Wealth Management sold 5,402 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $429K.
  • Able Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Able Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $429K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Able Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.