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

AE 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
2026 Q2	$99.8M	Buy	1,051,996 +91,417	+10%	+$8.32M	0.47%	50
2026 Q1	$81.8M	Buy	960,579 +101,781	+12%	+$8.97M	0.44%	52
2025 Q4	$72.7M	Buy	858,798 +197,095	+30%	+$16.5M	0.42%	59
2025 Q3	$55.2M	Buy	661,703 +92,682	+16%	+$7.63M	0.35%	69
2025 Q2	$45.2M	Buy	569,021 +10,978	+2%	+$831K	0.33%	79
2025 Q1	$43M	Buy	558,043 +62,403	+13%	+$5.03M	0.36%	72
2024 Q4	$39.8M	Buy	495,640 +88,469	+22%	+$7.27M	0.34%	70
2024 Q3	$32.4M	Buy	407,171 +69,493	+21%	+$5.31M	0.29%	86
2024 Q2	$24.6M	Buy	337,678 +74,054	+28%	+$5.44M	0.25%	92
2024 Q1	$20M	Sell	263,624 -2,041	-0.8%	-$148K	0.23%	116
2023 Q4	$19.2M	Buy	265,665 +133,556	+101%	+$8.83M	0.1%	236
2023 Q3	$8.57M	Buy	132,109 +38,935	+42%	+$2.67M	0.05%	416
2023 Q2	$6.41M	Buy	93,174 +24,740	+36%	+$1.62M	0.04%	473
2023 Q1	$4.52M	Sell	68,434 -120,785	-64%	-$8.29M	0.03%	531
2022 Q4	$12.2M	Buy	189,219 +86,661	+84%	+$5.56M	0.09%	268
2022 Q3	$5.93M	Buy	+102,558	New	+$6.54M	0.05%	390
2022 Q2	–	Sell	-87,112	Closed	-$6.13M	–	1789
2022 Q1	$6.13M	Buy	+87,112	New	+$6.04M	0.04%	385
2021 Q2	–	Sell	-36,541	Closed	-$2.39M	–	1643
2021 Q1	$2.39M	Sell	36,541 -26,667	-42%	-$1.64M	0.02%	524
2020 Q4	$3.51M	Buy	+63,208	New	+$3.19M	0.04%	343
2020 Q1	–	Sell	-8,167	Closed	-$447K	–	1221
2019 Q4	$447K	Buy	+8,167	New	+$431K	0.01%	772
2019 Q3	–	Sell	-3,954	Closed	-$203K	–	1032
2019 Q2	$203K	Buy	+3,954	New	+$201K	0.01%	897

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

AE Wealth Management's MDYV Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 9.5% in Q2 2026, buying an estimated $8.32M and bringing the position to 1,051,996 shares worth $99.8M. The position accounts for 0.47% of the portfolio, ranked #50.

AE Wealth Management first reported a position in MDYV in Q2 2019 and has held it in 21 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

AE Wealth Management held 1,051,996 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $99.8M as of Q2 2026.
AE Wealth Management bought 91,417 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $8.32M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.47% of AE Wealth Management's portfolio in Q2 2026, its #50 holding.
AE Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2019 and has held it in 21 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.