FPCP
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Fort Point Capital Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Fort Point Capital Partners’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
-4,856
Closed -$386K – 288
2025
Q2 		$386K Buy
4,856
+94
+2% +$7.12K 0.03% 252
2025
Q1 		$367K Buy
4,762
+11
+0.2% +$886 0.04% 242
2024
Q4 		$381K Buy
4,751
+21
+0.4% +$1.73K 0.04% 230
2024
Q3 		$376K Buy
4,730
+16
+0.3% +$1.22K 0.05% 207
2024
Q2 		$344K Buy
4,714
+19
+0.4% +$1.4K 0.04% 234
2024
Q1 		$357K Sell
4,695
-96
-2% -$6.95K 0.05% 229
2023
Q4 		$352K Buy
4,791
+14
+0.3% +$926 0.05% 218
2023
Q3 		$310K Sell
4,777
-94
-2% -$6.45K 0.05% 206
2023
Q2 		$335K Buy
4,871
+17
+0.4% +$1.11K 0.05% 207
2023
Q1 		$321K Buy
4,854
+103
+2% +$7.07K 0.05% 210
2022
Q4 		$307K Buy
4,751
+18
+0.4% +$1.16K 0.05% 203
2022
Q3 		$274K Buy
4,733
+18
+0.4% +$1.15K 0.05% 220
2022
Q2 		$285K Buy
4,715
+68
+1% +$4.46K 0.05% 224
2022
Q1 		$327K Buy
4,647
+12
+0.3% +$832 0.05% 223
2021
Q4 		$330K Buy
4,635
+19
+0.4% +$1.33K 0.04% 216
2021
Q3 		$306K Buy
+4,616
New +$311K 0.05% 192

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 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 $18.5B AUM 19.51% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fort Point Capital Partners's MDYV Position: Q3 2025 in Review

Fort Point Capital Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 4,856 shares — an estimated $386K sold.

Fort Point Capital Partners first reported a position in MDYV in Q3 2021 and held it in 16 quarters. The position peaked at $386K in Q2 2025. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • Fort Point Capital Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 4,856 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $386K.
  • Fort Point Capital Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $386K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.