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

BIP Wealth’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	-2,802	Closed	-$225K	–	286
2024 Q4	$225K	Buy	+2,802	New	+$230K	0.02%	241
2024 Q2	–	Sell	-3,182	Closed	-$242K	–	208
2024 Q1	$242K	Hold	3,182	–	–	0.02%	192
2023 Q4	$233K	Sell	3,182 -649	-17%	-$42.9K	0.02%	176
2023 Q3	$248K	Sell	3,831 -696	-15%	-$47.8K	0.02%	154
2023 Q2	$311K	Sell	4,527 -136	-3%	-$8.89K	0.03%	138
2023 Q1	$308K	Buy	+4,663	New	+$320K	0.03%	143

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BIP Wealth's MDYV Position: Q1 2025 in Review

BIP Wealth sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 2,802 shares — an estimated $225K sold.

BIP Wealth first reported a position in MDYV in Q1 2023 and held it in 6 quarters. The position peaked at $311K in Q2 2023. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

BIP Wealth reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
BIP Wealth sold 2,802 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $225K.
BIP Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 6 quarters.
BIP Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $311K in Q2 2023.
372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on BIP Wealth's 13F filing for Q1 2025, filed 2 May 2025.