CAWM
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Capital A Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Capital A Wealth Management’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
Q2 		$45.7K Buy
623
+562
+921% +$42.6K 0.51% 54
2025
Q1 		$4.7K Buy
61
+39
+177% +$3.14K ﹤0.01% 385
2024
Q4 		$1.76K Buy
+22
New +$1.81K ﹤0.01% 493

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Capital A Wealth Management's MDYV Position: Q2 2025 in Review

Capital A Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 921% in Q2 2025, buying an estimated $42.6K and bringing the position to 623 shares worth $45.7K. The position accounts for 0.51% of the portfolio, ranked #54.

Capital A Wealth Management first reported a position in MDYV in Q4 2024 and has held it in 3 quarters since. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Capital A Wealth Management held 623 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $45.7K as of Q2 2025.
  • Capital A Wealth Management bought 562 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $42.6K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.51% of Capital A Wealth Management's portfolio in Q2 2025, its #54 holding.
  • Capital A Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.