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

Clarus 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 Q1	–	Sell	-52,951	Closed	-$4.25M	–	126
2024 Q4	$4.25M	Sell	52,951 -3,160	-6%	-$260K	2.11%	11
2024 Q3	$4.42M	Sell	56,111 -399	-0.7%	-$30.5K	2.25%	12
2024 Q2	$4.11M	Sell	56,510 -1,133	-2%	-$83.2K	2.19%	13
2024 Q1	$4.22M	Buy	57,643 +733	+1%	+$53.1K	2.39%	12
2023 Q4	$4.03M	Buy	+56,910	New	+$3.76M	2.38%	11
2023 Q2	$2M	Buy	29,169 +1,343	+5%	+$87.8K	1.21%	21
2023 Q1	$1.79M	Sell	27,826 -52,108	-65%	-$3.58M	1.12%	25
2022 Q4	$5.42M	Sell	79,934 -2,657	-3%	-$171K	3.56%	6
2022 Q3	$4.88M	Buy	82,591 +1,921	+2%	+$123K	3.49%	8
2022 Q2	$4.91M	Sell	80,670 -1,208	-1%	-$79.1K	3.46%	9
2022 Q1	$5.58M	Buy	81,878 +2,108	+3%	+$146K	3.47%	9
2021 Q4	$5.73M	Buy	79,770 +23,714	+42%	+$1.66M	3.3%	8
2021 Q3	$3.79M	Buy	56,056 +1,345	+2%	+$90.6K	2.33%	11
2021 Q2	$3.72M	Sell	54,711 -792	-1%	-$54.3K	2.33%	12
2021 Q1	$3.71M	Sell	55,503 -850	-2%	-$52.1K	2.32%	10
2020 Q4	$3.26M	Buy	56,353 +52	+0.1%	+$2.62K	2.17%	11
2020 Q3	$2.56M	Sell	56,301 -2,870	-5%	-$127K	1.99%	12
2020 Q2	$2.48M	Buy	+59,171	New	+$2.38M	2.08%	8
2020 Q1	–	Sell	-56,008	Closed	-$3.04M	–	135
2019 Q4	$3.04M	Sell	56,008 -45,106	-45%	-$2.38M	2.01%	12
2019 Q3	$5.19M	Sell	101,114 -35,277	-26%	-$1.78M	3.79%	7
2019 Q2	$7.01M	Buy	136,391 +28,567	+26%	+$1.46M	5.06%	4
2019 Q1	$5.43M	Buy	+107,824	New	+$5.36M	4.06%	6

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Clarus Wealth Advisors's MDYV Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 52,951 shares — an estimated $4.25M sold.

Clarus Wealth Advisors first reported a position in MDYV in Q1 2019 and held it in 22 quarters. The position peaked at $7.01M in Q2 2019. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

Clarus Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 52,951 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $4.25M.
Clarus Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 22 quarters.
Clarus Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $7.01M in Q2 2019.
372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.