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Bellwether Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bellwether Advisors’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
-1,183
Closed -$94K – 395
2025
Q2 		$94K Hold
1,183
– – 0.02% 177
2025
Q1 		$91.1K Hold
1,183
– – 0.02% 180
2024
Q4 		$94.9K Buy
+1,183
New +$97.2K 0.02% 189
2024
Q3 		– Sell
-38,924
Closed -$2.84M – 139
2024
Q2 		$2.84M Buy
+38,924
New +$2.86M 0.6% 40

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

Bellwether Advisors's MDYV Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 1,183 shares — an estimated $94K sold.

Bellwether Advisors first reported a position in MDYV in Q2 2024 and held it in 4 quarters. The position peaked at $2.84M in Q2 2024. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • Bellwether Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1,183 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $94K.
  • Bellwether Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2024 and held it in 4 quarters.
  • Bellwether Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.84M in Q2 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 Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.