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Annex Advisory Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Annex Advisory Services’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
Q4 		– Sell
-2,640
Closed -$220K – 366
2025
Q3 		$220K Buy
+2,640
New +$217K ﹤0.01% 292

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 $6.89B AUM 19.83% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Morgan Stanley
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Annex Advisory Services's MDYV Position: Q4 2025 in Review

Annex Advisory Services sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2025, closing a stake of 2,640 shares — an estimated $220K sold.

Annex Advisory Services first reported a position in MDYV in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 384 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

  • Annex Advisory Services reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Annex Advisory Services sold 2,640 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2025, an estimated $220K.
  • Annex Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Annex Advisory Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $220K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on Annex Advisory Services's 13F filing for Q4 2025, filed 26 Jan 2026.