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

Bristlecone 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
-266
Closed -$21.1K – 272
2025
Q2 		$21.1K Hold
266
– – ﹤0.01% 271
2025
Q1 		$20.5K Hold
266
– – ﹤0.01% 334
2024
Q4 		$21.3K Hold
266
– – ﹤0.01% 331
2024
Q3 		$21.1K Buy
+266
New +$20.3K ﹤0.01% 338
2023
Q2 		– Sell
-275
Closed -$18.2K – 313
2023
Q1 		$18.2K Buy
+275
New +$18.9K ﹤0.01% 320

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

Bristlecone Advisors's MDYV Position: Q3 2025 in Review

Bristlecone Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 266 shares — an estimated $21.1K sold.

Bristlecone Advisors first reported a position in MDYV in Q1 2023 and held it in 5 quarters. The position peaked at $21.3K in Q4 2024. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • Bristlecone 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.
  • Bristlecone Advisors sold 266 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $21.1K.
  • Bristlecone Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 5 quarters.
  • Bristlecone Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $21.3K in Q4 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 Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.