EWM
MDYV icon

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

EPG 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
Q1 		– Sell
-842
Closed -$67.6K – 432
2024
Q4 		$67.6K Buy
842
+5
+0.6% +$411 0.02% 278
2024
Q3 		$66.5K Buy
+837
New +$63.9K 0.02% 282
2024
Q2 		– Sell
-829
Closed -$60.8K – 306
2024
Q1 		$63K Buy
829
+3
+0.4% +$217 0.02% 306
2023
Q4 		$58.2K Buy
826
+3
+0.4% +$198 0.02% 297
2023
Q3 		$53.4K Buy
823
+4
+0.5% +$274 0.02% 293
2023
Q2 		$56.3K Buy
819
+4
+0.5% +$261 0.02% 289
2023
Q1 		$53.9K Buy
815
+3
+0.4% +$206 0.02% 292
2022
Q4 		$52.6K Buy
812
+4
+0.5% +$257 0.02% 261
2022
Q3 		$47K Buy
+808
New +$51.6K 0.02% 259
2022
Q2 		– Sell
-799
Closed -$56K – 331
2022
Q1 		$56K Buy
799
+3
+0.4% +$208 0.02% 286
2021
Q4 		$57K Buy
796
+4
+0.5% +$280 0.02% 284
2021
Q3 		$52K Buy
+792
New +$53.4K 0.02% 270
2020
Q2 		– Sell
-1,281
Closed -$45K – 520
2020
Q1 		$45K Buy
+1,281
New +$61.8K 0.03% 292

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
Morgan Stanley
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

EPG Wealth Management's MDYV Position: Q1 2025 in Review

EPG Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 842 shares — an estimated $67.6K sold.

EPG Wealth Management first reported a position in MDYV in Q1 2020 and held it in 13 quarters. The position peaked at $67.6K in Q4 2024. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

  • EPG Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • EPG Wealth Management sold 842 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $67.6K.
  • EPG Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2020 and held it in 13 quarters.
  • EPG Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $67.6K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.