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Beacon Financial Advisory’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Beacon Financial Advisory’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
Q1 		– Sell
-6,049
Closed -$485K – 332
2024
Q4 		$485K Buy
+6,049
New +$497K 0.16% 161

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Beacon Financial Advisory's MDYV Position: Q1 2025 in Review

Beacon Financial Advisory sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 6,049 shares — an estimated $485K sold.

Beacon Financial Advisory first reported a position in MDYV in Q4 2024 and held it in 1 quarter. The position peaked at $485K in Q4 2024. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

  • Beacon Financial Advisory reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 6,049 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $485K.
  • Beacon Financial Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Beacon Financial Advisory's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $485K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on Beacon Financial Advisory's 13F filing for Q1 2025, filed 24 Apr 2025.