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

Gibbs 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
2026
Q1 		$646K Buy
7,589
+4,764
+169% +$420K 0.08% 234
2025
Q4 		$251K Sell
2,825
-109
-4% -$9.13K 0.06% 296
2025
Q3 		$245K Sell
2,934
-533
-15% -$43.9K 0.06% 299
2025
Q2 		$276K Buy
3,467
+719
+26% +$54.4K 0.05% 299
2025
Q1 		$212K Buy
+2,748
New +$221K 0.05% 297
2024
Q2 		– Sell
-12,707
Closed -$966K – 243
2024
Q1 		$966K Buy
+12,707
New +$920K 0.56% 41

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Gibbs Wealth Management's MDYV Position: Q1 2026 in Review

Gibbs Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 169% in Q1 2026, buying an estimated $420K and bringing the position to 7,589 shares worth $646K. The position accounts for 0.08% of the portfolio, ranked #234.

Gibbs Wealth Management first reported a position in MDYV in Q1 2024 and has held it in 6 quarters since. The position peaked at $966K in Q1 2024. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Gibbs Wealth Management held 7,589 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $646K as of Q1 2026.
  • Gibbs Wealth Management bought 4,764 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $420K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.08% of Gibbs Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Gibbs Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
  • Gibbs Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $966K in Q1 2024.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.