Carson Wealth (CWM LLC)
MDYV icon

Carson Wealth (CWM LLC)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$16.9M Sell
198,943
-2,442
-1% -$215K 0.04% 376
2025
Q4 		$17M Buy
201,385
+58,082
+41% +$4.86M 0.05% 368
2025
Q3 		$12M Sell
143,303
-10,563
-7% -$870K 0.04% 412
2025
Q2 		$12.2M Buy
153,866
+11,359
+8% +$860K 0.04% 347
2025
Q1 		$11M Buy
142,507
+9,144
+7% +$736K 0.04% 327
2024
Q4 		$10.7M Buy
133,363
+5,044
+4% +$414K 0.04% 305
2024
Q3 		$10.2M Buy
128,319
+28,841
+29% +$2.2M 0.04% 305
2024
Q2 		$7.26M Buy
99,478
+9,990
+11% +$733K 0.03% 352
2024
Q1 		$6.8M Buy
89,488
+16,806
+23% +$1.22M 0.03% 363
2023
Q4 		$5.33M Buy
72,682
+19,984
+38% +$1.32M 0.03% 389
2023
Q3 		$3.42M Sell
52,698
-9,289
-15% -$637K 0.02% 440
2023
Q2 		$4.26M Sell
61,987
-15,330
-20% -$1M 0.03% 372
2023
Q1 		$5.11M Sell
77,317
-16,338
-17% -$1.12M 0.03% 317
2022
Q4 		$6.06M Buy
93,655
+4,763
+5% +$306K 0.04% 272
2022
Q3 		$5.14M Buy
88,892
+17,532
+25% +$1.12M 0.04% 277
2022
Q2 		$4.32M Buy
71,360
+25,939
+57% +$1.7M 0.03% 312
2022
Q1 		$3.2M Buy
45,421
+845
+2% +$58.6K 0.02% 353
2021
Q4 		$3.17M Buy
+44,576
New +$3.12M 0.02% 355
2021
Q2 		$1.72M Hold
25,417
– – 0.01% 474
2021
Q1 		$1.72M Hold
25,417
– – 0.01% 474
2020
Q4 		$1.72M Hold
25,417
– – 0.01% 474
2020
Q3 		$1.72M Hold
25,417
– – 0.01% 474
2020
Q2 		$1.72M Hold
25,417
– – 0.01% 474
2020
Q1 		$1.72M Hold
25,417
– – 0.01% 474
2019
Q4 		$1.72M Hold
25,417
– – 0.01% 474
2019
Q3 		$1.72M Hold
25,417
– – 0.01% 474
2019
Q2 		$1.72M Hold
25,417
– – 0.01% 474
2019
Q1 		$1.72M Buy
25,417
+25,301
+21,811% +$1.26M 0.01% 474
2018
Q4 		$5K Buy
116
+75
+183% +$3.68K ﹤0.01% 1530
2018
Q3 		$2K Buy
+41
New +$2.2K ﹤0.01% 1536
2017
Q4 		– Sell
-96
Closed -$5K – 1530
2017
Q3 		$5K Buy
+96
New +$4.61K ﹤0.01% 1084

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MDYV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.2% in Q1 2026, selling an estimated $215K and leaving 198,943 shares worth $16.9M. The position accounts for 0.04% of the portfolio, ranked #376.

Carson Wealth (CWM LLC) first reported a position in MDYV in Q3 2017 and has held it in 31 quarters since. The position peaked at $17M in Q4 2025. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 198,943 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $16.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,442 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $215K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #376 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2017 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $17M in Q4 2025.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.