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

Burt Wealth 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 		$458K Buy
5,492
+440
+9% +$36.2K 0.11% 74
2025
Q2 		$401K Hold
5,052
– – 0.09% 80
2025
Q1 		$389K Buy
5,052
+11
+0.2% +$886 0.1% 73
2024
Q4 		$404K Buy
5,041
+56
+1% +$4.6K 0.1% 70
2024
Q3 		$396K Buy
4,985
+38
+0.8% +$2.9K 0.1% 72
2024
Q2 		$361K Sell
4,947
-552
-10% -$40.5K 0.1% 76
2024
Q1 		$418K Buy
5,499
+577
+12% +$41.8K 0.11% 78
2023
Q4 		$361K Sell
4,922
-448
-8% -$29.6K 0.1% 73
2023
Q3 		$348K Hold
5,370
– – 0.11% 71
2023
Q2 		$369K Buy
5,370
+115
+2% +$7.51K 0.11% 69
2023
Q1 		$347K Hold
5,255
– – 0.11% 72
2022
Q4 		$340K Hold
5,255
– – 0.11% 73
2022
Q3 		$304K Hold
5,255
– – 0.12% 67
2022
Q2 		$318K Hold
5,255
– – 0.11% 69
2022
Q1 		$370K Buy
5,255
+44
+0.8% +$3.05K 0.11% 67
2021
Q4 		$371K Sell
5,211
-338
-6% -$23.6K 0.12% 61
2021
Q3 		$368K Sell
5,549
-80
-1% -$5.39K 0.12% 66
2021
Q2 		$380K Sell
5,629
-100
-2% -$6.86K 0.14% 60
2021
Q1 		$375K Sell
5,729
-124
-2% -$7.61K 0.14% 58
2020
Q4 		$325K Sell
5,853
-348
-6% -$17.6K 0.11% 67
2020
Q3 		$269K Sell
6,201
-435
-7% -$19.3K 0.1% 64
2020
Q2 		$283K Sell
6,636
-200
-3% -$8.06K 0.11% 62
2020
Q1 		$241K Sell
6,836
-580
-8% -$28K 0.11% 66
2019
Q4 		$406K Sell
7,416
-277
-4% -$14.6K 0.16% 47
2019
Q3 		$395K Sell
7,693
-1,322
-15% -$66.8K 0.16% 48
2019
Q2 		$463K Sell
9,015
-133
-1% -$6.78K 0.2% 43
2019
Q1 		$461K Sell
9,148
-13,412
-59% -$666K 0.21% 41
2018
Q4 		$1M Buy
22,560
+13,307
+144% +$654K 0.47% 29
2018
Q3 		$497K Buy
9,253
+317
+4% +$17K 0.23% 40
2018
Q2 		$465K Sell
8,936
-70
-0.8% -$3.6K 0.22% 39
2018
Q1 		$448K Buy
9,006
+20
+0.2% +$1.02K 0.23% 38
2017
Q4 		$462K Sell
8,986
-224
-2% -$11.3K 0.29% 36
2017
Q3 		$456K Sell
9,210
-560
-6% -$26.9K 0.3% 36
2017
Q2 		$470K Buy
9,770
+718
+8% +$34.4K 0.33% 35
2017
Q1 		$436K Sell
9,052
-556
-6% -$26.7K 0.31% 36
2016
Q4 		$451K Buy
9,608
+180
+2% +$8.07K 0.4% 39
2016
Q3 		$407K Sell
9,428
-16
-0.2% -$685 0.43% 32
2016
Q2 		$390K Sell
9,444
-1,638
-15% -$66.9K 0.43% 30
2016
Q1 		$445K Sell
11,082
-28,598
-72% -$1.05M 0.41% 26
2015
Q4 		$1.51M Buy
39,680
+2,870
+8% +$115K 1.2% 14
2015
Q3 		$1.41M Buy
36,810
+3,800
+12% +$155K 1.75% 9
2015
Q2 		$1.42M Buy
33,010
+5,160
+19% +$227K 1.54% 8
2015
Q1 		$1.21M Hold
27,850
– – 1.23% 7
2014
Q4 		$1.19M Buy
+27,850
New +$1.17M 1.26% 11

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

Burt Wealth Advisors's MDYV Position: Q3 2025 in Review

Burt Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 8.7% in Q3 2025, buying an estimated $36.2K and bringing the position to 5,492 shares worth $458K. The position accounts for 0.11% of the portfolio, ranked #74.

Burt Wealth Advisors first reported a position in MDYV in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.51M in Q4 2015. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • Burt Wealth Advisors held 5,492 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $458K as of Q3 2025.
  • Burt Wealth Advisors bought 440 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $36.2K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.11% of Burt Wealth Advisors's portfolio in Q3 2025, its #74 holding.
  • Burt Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2014 and has held it in 44 quarters since.
  • Burt Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.51M in Q4 2015.
  • 362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.