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

ARQ Wealth Advisors’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
Q1 		$545K Sell
6,399
-235
-4% -$20.7K 0.1% 122
2025
Q4 		$562K Sell
6,634
-99
-1% -$8.29K 0.15% 86
2025
Q3 		$562K Sell
6,733
-226
-3% -$18.6K 0.17% 83
2025
Q2 		$536K Hold
6,959
– – 0.18% 71
2025
Q1 		$536K Hold
6,959
– – 0.2% 66
2024
Q4 		$558K Sell
6,959
-993
-12% -$81.6K 0.21% 65
2024
Q3 		$628K Sell
7,952
-34
-0.4% -$2.6K 0.24% 58
2024
Q2 		$583K Sell
7,986
-1,258
-14% -$92.3K 0.25% 55
2024
Q1 		$703K Buy
9,244
+1,993
+27% +$144K 0.31% 48
2023
Q4 		$532K Sell
7,251
-1,514
-17% -$100K 0.32% 39
2023
Q3 		$568K Sell
8,765
-10,840
-55% -$744K 0.43% 39
2023
Q2 		$1.35M Sell
19,605
-40,950
-68% -$2.68M 0.88% 29
2023
Q1 		$4M Sell
60,555
-295
-0.5% -$20.3K 2.94% 13
2022
Q4 		$3.94M Buy
60,850
+1,050
+2% +$67.4K 2.57% 16
2022
Q3 		$3.46M Sell
59,800
-227
-0.4% -$14.5K 2.67% 15
2022
Q2 		$3.63M Buy
60,027
+1,097
+2% +$71.9K 2.6% 16
2022
Q1 		$4.15M Buy
58,930
+12,880
+28% +$893K 2.79% 14
2021
Q4 		$3.27M Sell
46,050
-8,954
-16% -$626K 2.33% 16
2021
Q3 		$3.64M Buy
55,004
+1,291
+2% +$87K 2.34% 17
2021
Q2 		$3.63M Buy
53,713
+1,511
+3% +$104K 2.33% 15
2021
Q1 		$3.42M Sell
52,202
-4,441
-8% -$272K 2.21% 16
2020
Q4 		$3.14M Buy
56,643
+8,801
+18% +$444K 1.98% 17
2020
Q3 		$2.08M Sell
47,842
-729
-2% -$32.3K 2% 14
2020
Q2 		$2.07M Buy
48,571
+6,786
+16% +$273K 2.01% 15
2020
Q1 		$1.47M Buy
+41,785
New +$2.01M 1.68% 17

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

ARQ Wealth Advisors's MDYV Position: Q1 2026 in Review

ARQ Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.5% in Q1 2026, selling an estimated $20.7K and leaving 6,399 shares worth $545K. The position accounts for 0.1% of the portfolio, ranked #122.

ARQ Wealth Advisors first reported a position in MDYV in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.15M in Q1 2022. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • ARQ Wealth Advisors held 6,399 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $545K as of Q1 2026.
  • ARQ Wealth Advisors sold 235 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $20.7K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.1% of ARQ Wealth Advisors's portfolio in Q1 2026, its #122 holding.
  • ARQ Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
  • ARQ Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.15M in Q1 2022.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.