Essex Financial Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Essex Financial Services’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	–	Sell	-3,090	Closed	-$238K	–	702
2025 Q1	$238K	Hold	3,090	–	–	0.02%	557
2024 Q4	$248K	Hold	3,090	–	–	0.02%	539
2024 Q3	$248K	Hold	3,090	–	–	0.02%	542
2024 Q2	$230K	Hold	3,090	–	–	0.02%	546
2024 Q1	$235K	Hold	3,090	–	–	0.02%	473
2023 Q4	$227K	Hold	3,090	–	–	0.02%	456
2023 Q3	$200K	Hold	3,090	–	–	0.02%	450
2023 Q2	$213K	Buy	+3,090	New	+$202K	0.02%	439

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

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

LFS

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

AWM

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

Essex Financial Services's MDYV Position: Q2 2025 in Review

Essex Financial Services sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 3,090 shares — an estimated $238K sold.

Essex Financial Services first reported a position in MDYV in Q2 2023 and held it in 8 quarters. The position peaked at $248K in Q3 2024. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

Essex Financial Services reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Essex Financial Services sold 3,090 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $238K.
Essex Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2023 and held it in 8 quarters.
Essex Financial Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $248K in Q3 2024.
379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Essex Financial Services's 13F filing for Q2 2025, filed 16 Jul 2025.