AI
MDYV icon

Atria Investments’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Atria Investments’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
-9,580
Closed -$761K – 2112
2025
Q2 		$761K Buy
9,580
+1,074
+13% +$81.3K 0.01% 1190
2025
Q1 		$655K Sell
8,506
-1,496
-15% -$120K 0.01% 1203
2024
Q4 		$802K Buy
10,002
+1,252
+14% +$103K 0.01% 1100
2024
Q3 		$695K Sell
8,750
-2,395
-21% -$183K 0.01% 1161
2024
Q2 		$813K Sell
11,145
-8,464
-43% -$621K 0.01% 1048
2024
Q1 		$1.49M Sell
19,609
-5,689
-22% -$412K 0.02% 777
2023
Q4 		$1.86M Sell
25,298
-12,381
-33% -$819K 0.03% 626
2023
Q3 		$2.44M Buy
37,679
+2,480
+7% +$170K 0.04% 500
2023
Q2 		$2.42M Sell
35,199
-534
-1% -$34.9K 0.04% 486
2023
Q1 		$2.36M Buy
35,733
+613
+2% +$42.1K 0.04% 482
2022
Q4 		$2.27M Buy
+35,120
New +$2.25M 0.05% 469
2022
Q2 		– Sell
-15,373
Closed -$1.08M – 828
2022
Q1 		$1.08M Buy
+15,373
New +$1.07M 0.02% 816
2020
Q1 		– Sell
-38,456
Closed -$2.11M – 937
2019
Q4 		$2.11M Buy
38,456
+17,476
+83% +$922K 0.06% 289
2019
Q3 		$1.08M Buy
20,980
+444
+2% +$22.4K 0.04% 402
2019
Q2 		$994K Buy
20,536
+3,134
+18% +$160K 0.04% 410
2019
Q1 		$877K Buy
17,402
+6,797
+64% +$338K 0.04% 393
2018
Q4 		$470K Buy
+10,605
New +$521K 0.02% 522

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 $6.2B 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

Atria Investments's MDYV Position: Q3 2025 in Review

Atria Investments sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 9,580 shares — an estimated $761K sold.

Atria Investments first reported a position in MDYV in Q4 2018 and held it in 17 quarters. The position peaked at $2.44M in Q3 2023. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • Atria Investments reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 9,580 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $761K.
  • Atria Investments first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and held it in 17 quarters.
  • Atria Investments's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.44M in Q3 2023.
  • 362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.