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

Future Financial 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	-210	Closed	-$17.5K	–	298
2025 Q3	$17.5K	Hold	210	–	–	0.01%	344
2025 Q2	$16.7K	Hold	210	–	–	0.01%	338
2025 Q1	$16.2K	Hold	210	–	–	0.01%	336
2024 Q4	$16.8K	Hold	210	–	–	0.01%	338
2024 Q3	$16.7K	Buy	+210	New	+$16K	0.01%	354
2024 Q2	–	Sell	-210	Closed	-$16K	–	310
2024 Q1	$16K	Buy	+210	New	+$15.2K	0.01%	366
2022 Q2	–	Sell	-210	Closed	-$15K	–	329
2022 Q1	$15K	Hold	210	–	–	0.01%	392
2021 Q4	$15K	Buy	+210	New	+$14.7K	0.01%	392

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Future Financial Wealth Management's MDYV Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2025, closing a stake of 210 shares — an estimated $17.5K sold.

Future Financial Wealth Management first reported a position in MDYV in Q4 2021 and held it in 8 quarters. The position peaked at $17.5K in Q3 2025. 384 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

Future Financial 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.
Future Financial Wealth Management sold 210 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2025, an estimated $17.5K.
Future Financial Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $17.5K in Q3 2025.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.