Advance Capital Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Advance Capital 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	-9,091	Closed	-$722K	–	177
2025 Q2	$722K	Hold	9,091	–	–	0.03%	81
2025 Q1	$700K	Hold	9,091	–	–	0.03%	79
2024 Q4	$729K	Hold	9,091	–	–	0.03%	69
2024 Q3	$722K	Hold	9,091	–	–	0.03%	71
2024 Q2	$663K	Hold	9,091	–	–	0.03%	69
2024 Q1	$691K	Hold	9,091	–	–	0.05%	65
2023 Q4	$667K	Hold	9,091	–	–	0.05%	51
2023 Q3	$590K	Hold	9,091	–	–	0.05%	50
2023 Q2	$625K	Sell	9,091 -160	-2%	-$10.5K	0.07%	51
2023 Q1	$611K	Hold	9,251	–	–	0.11%	46
2022 Q4	$599K	Hold	9,251	–	–	0.08%	48
2022 Q3	$535K	Buy	9,251 +817	+10%	+$52.1K	0.07%	43
2022 Q2	$510K	Sell	8,434 -1,108	-12%	-$72.6K	0.06%	39
2022 Q1	$672K	Hold	9,542	–	–	0.08%	34
2021 Q4	$678K	Buy	+9,542	New	+$667K	0.14%	30

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Advance Capital Management's MDYV Position: Q3 2025 in Review

Advance Capital Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 9,091 shares — an estimated $722K sold.

Advance Capital Management first reported a position in MDYV in Q4 2021 and held it in 15 quarters. The position peaked at $729K in Q4 2024. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

Advance Capital 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.
Advance Capital Management sold 9,091 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $722K.
Advance Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and held it in 15 quarters.
Advance Capital Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $729K in Q4 2024.
362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Advance Capital Management's 13F filing for Q3 2025, filed 10 Oct 2025.