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

Atria Wealth Solutions’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
Q2 		– Sell
-4,976
Closed -$383K – 1733
2025
Q1 		$383K Sell
4,976
-719
-13% -$57.9K ﹤0.01% 1336
2024
Q4 		$457K Buy
5,695
+283
+5% +$23.3K 0.01% 1319
2024
Q3 		$430K Sell
5,412
-92
-2% -$7.03K ﹤0.01% 1314
2024
Q2 		$401K Buy
5,504
+1,803
+49% +$132K ﹤0.01% 1340
2024
Q1 		$281K Sell
3,701
-36,239
-91% -$2.62M ﹤0.01% 1598
2023
Q4 		$2.93M Buy
+39,940
New +$2.64M 0.04% 470
2023
Q1 		– Sell
-38,965
Closed -$2.52M – 1922
2022
Q4 		$2.52M Buy
+38,965
New +$2.5M 0.04% 434
2022
Q2 		– Sell
-44,436
Closed -$3.13M – 1791
2022
Q1 		$3.13M Buy
+44,436
New +$3.08M 0.05% 357

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Atria Wealth Solutions's MDYV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 4,976 shares — an estimated $383K sold.

Atria Wealth Solutions first reported a position in MDYV in Q1 2022 and held it in 8 quarters. The position peaked at $3.13M in Q1 2022. 380 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,976 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $383K.
  • Atria Wealth Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.13M in Q1 2022.
  • 380 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.