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Financial Advocates Investment Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-5,935
Closed -$471K – 375
2025
Q2 		$471K Buy
5,935
+342
+6% +$25.9K 0.04% 374
2025
Q1 		$431K Buy
5,593
+639
+13% +$51.5K 0.03% 456
2024
Q4 		$397K Buy
4,954
+71
+1% +$5.83K 0.02% 528
2024
Q3 		$388K Buy
4,883
+109
+2% +$8.33K 0.02% 535
2024
Q2 		$348K Buy
4,774
+77
+2% +$5.65K 0.02% 541
2024
Q1 		$357K Buy
4,697
+225
+5% +$16.3K 0.02% 536
2023
Q4 		$328K Sell
4,472
-5,211
-54% -$345K 0.02% 526
2023
Q3 		$727K Buy
9,683
+5,703
+143% +$391K 0.05% 333
2023
Q2 		$274K Buy
3,980
+451
+13% +$29.5K 0.02% 547
2023
Q1 		$233K Sell
3,529
-186
-5% -$12.8K 0.02% 628
2022
Q4 		$240K Buy
+3,715
New +$238K 0.02% 620

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 $49.2B AUM 14.31% 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
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Financial Advocates Investment Management's MDYV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 5,935 shares — an estimated $471K sold.

Financial Advocates Investment Management first reported a position in MDYV in Q4 2022 and held it in 11 quarters. The position peaked at $727K in Q3 2023. 363 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,935 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $471K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 11 quarters.
  • Financial Advocates Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $727K in Q3 2023.
  • 363 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.