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

Centricity 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 		$58.9K Hold
741
– – 0.05% 151
2025
Q1 		$57.1K Hold
741
– – 0.05% 157
2024
Q4 		$59.4K Buy
+741
New +$60.9K 0.06% 147

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 $6.89B AUM 19.83% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Centricity Wealth Management's MDYV Position: Q2 2025 in Review

Centricity Wealth Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2025 at 741 shares worth $58.9K. The position accounts for 0.05% of the portfolio, ranked #151.

Centricity Wealth Management first reported a position in MDYV in Q4 2024 and has held it in 3 quarters since. The position peaked at $59.4K in Q4 2024. 380 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Centricity Wealth Management held 741 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $58.9K as of Q2 2025.
  • Centricity Wealth Management left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2025.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.05% of Centricity Wealth Management's portfolio in Q2 2025, its #151 holding.
  • Centricity 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.
  • Centricity Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $59.4K in Q4 2024.
  • 380 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.