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

Balanced Wealth Group’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 		$13.7M Buy
161,121
+4,539
+3% +$400K 4.91% 7
2025
Q4 		$13.1M Buy
156,582
+4,879
+3% +$408K 4.8% 6
2025
Q3 		$12.3M Sell
151,703
-468
-0.3% -$38.5K 5.39% 5
2025
Q2 		$12.2M Buy
152,171
+10,619
+8% +$804K 5.3% 5
2025
Q1 		$10.9M Sell
141,552
-1,335
-0.9% -$108K 5.27% 5
2024
Q4 		$11.8M Buy
142,887
+8,153
+6% +$670K 5.31% 5
2024
Q3 		$10.6M Sell
134,734
-113,153
-46% -$8.64M 4.7% 6
2024
Q2 		$9.24M Buy
247,887
+13,486
+6% +$990K 4.21% 6
2024
Q1 		$8.55M Buy
234,401
+192,575
+460% +$13.9M 3.81% 6
2023
Q4 		$3.07M Buy
+41,826
New +$2.77M 1.6% 16

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

Balanced Wealth Group's MDYV Position: Q1 2026 in Review

Balanced Wealth Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.9% in Q1 2026, buying an estimated $400K and bringing the position to 161,121 shares worth $13.7M. The position accounts for 4.91% of the portfolio, ranked #7.

Balanced Wealth Group first reported a position in MDYV in Q4 2023 and has held it in 10 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Balanced Wealth Group held 161,121 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $13.7M as of Q1 2026.
  • Balanced Wealth Group bought 4,539 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $400K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 4.91% of Balanced Wealth Group's portfolio in Q1 2026, its #7 holding.
  • Balanced Wealth Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.