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

Drive 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
Q4 		– Sell
-2,622
Closed -$219K – 409
2025
Q3 		$219K Sell
2,622
-943
-26% -$77.7K 0.05% 316
2025
Q2 		$283K Sell
3,565
-235
-6% -$17.8K 0.06% 246
2025
Q1 		$293K Sell
3,800
-253
-6% -$20.4K 0.07% 229
2024
Q4 		$325K Sell
4,053
-62
-2% -$5.09K 0.08% 202
2024
Q3 		$327K Sell
4,115
-5,980
-59% -$457K 0.09% 194
2024
Q2 		$736K Sell
10,095
-239
-2% -$17.5K 0.2% 92
2024
Q1 		$785K Sell
10,334
-2,930
-22% -$212K 0.22% 87
2023
Q4 		$973K Sell
13,264
-6,415
-33% -$424K 0.31% 69
2023
Q3 		$1.28M Sell
19,679
-5,575
-22% -$383K 0.47% 47
2023
Q2 		$1.74M Sell
25,254
-2,873
-10% -$188K 0.64% 32
2023
Q1 		$1.86M Sell
28,127
-597
-2% -$41K 0.78% 26
2022
Q4 		$1.86M Buy
+28,724
New +$1.84M 0.93% 19

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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Drive Wealth Management's MDYV Position: Q4 2025 in Review

Drive Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2025, closing a stake of 2,622 shares — an estimated $219K sold.

Drive Wealth Management first reported a position in MDYV in Q4 2022 and held it in 12 quarters. The position peaked at $1.86M in Q4 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

  • Drive Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Drive Wealth Management sold 2,622 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2025, an estimated $219K.
  • Drive Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 12 quarters.
  • Drive Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.86M in Q4 2022.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.