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

Aviso 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
2025
Q3 		– Sell
-2,704
Closed -$215K – 145
2025
Q2 		$215K Sell
2,704
-28
-1% -$2.12K 0.1% 137
2025
Q1 		$211K Sell
2,732
-23
-0.8% -$1.85K 0.11% 132
2024
Q4 		$221K Sell
2,755
-229
-8% -$18.8K 0.11% 132
2024
Q3 		$237K Sell
2,984
-317
-10% -$24.2K 0.13% 134
2024
Q2 		$241K Sell
3,301
-675
-17% -$49.5K 0.14% 133
2024
Q1 		$302K Buy
3,976
+68
+2% +$4.92K 0.19% 113
2023
Q4 		$287K Buy
+3,908
New +$258K 0.21% 108

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

Aviso Wealth Management's MDYV Position: Q3 2025 in Review

Aviso Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 2,704 shares — an estimated $215K sold.

Aviso Wealth Management first reported a position in MDYV in Q4 2023 and held it in 7 quarters. The position peaked at $302K in Q1 2024. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • Aviso Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Aviso Wealth Management sold 2,704 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $215K.
  • Aviso Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and held it in 7 quarters.
  • Aviso Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $302K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Aviso Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.