Beacon Capital Management LLC (Tennessee)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-193	Closed	-$15.3K	–	662
2025 Q2	$15.3K	Buy	193 +1	+0.5%	+$76	﹤0.01%	546
2025 Q1	$14.8K	Buy	192 +1	+0.5%	+$81	﹤0.01%	544
2024 Q4	$15.4K	Buy	191 +1	+0.5%	+$82	﹤0.01%	524
2024 Q3	$15.1K	Hold	190	–	–	﹤0.01%	557
2024 Q2	$13.9K	Hold	190	–	–	﹤0.01%	515
2024 Q1	$14.4K	Sell	190 -217	-53%	-$15.7K	﹤0.01%	510
2023 Q4	$26.4K	Hold	407	–	–	0.01%	334
2023 Q3	$28K	Hold	407	–	–	0.01%	351
2023 Q2	$28K	Buy	407 +217	+114%	+$14.2K	0.01%	351
2023 Q1	$12.6K	Hold	190	–	–	﹤0.01%	449
2022 Q4	$12.3K	Sell	190 -29	-13%	-$1.86K	﹤0.01%	462
2022 Q3	$14K	Hold	219	–	–	﹤0.01%	415
2022 Q2	$15K	Hold	219	–	–	﹤0.01%	456
2022 Q1	$15K	Buy	+219	New	+$15.2K	﹤0.01%	456

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APP

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LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s MDYV Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 193 shares — an estimated $15.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MDYV in Q1 2022 and held it in 14 quarters. The position peaked at $28K in Q3 2023. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 193 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $15.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $28K 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 Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.