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GPS Wealth Strategies Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

GPS Wealth Strategies Group’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
-120
Closed -$10K – 1169
2025
Q3 		$10K Hold
120
– – ﹤0.01% 1089
2025
Q2 		$9.51K Sell
120
-112
-48% -$8.48K ﹤0.01% 1050
2025
Q1 		$17.9K Buy
232
+1
+0.4% +$81 ﹤0.01% 852
2024
Q4 		$18.6K Buy
231
+1
+0.4% +$82 ﹤0.01% 808
2024
Q3 		$18.3K Buy
230
+1
+0.4% +$76 ﹤0.01% 815
2024
Q2 		$16.7K Buy
+229
New +$16.8K ﹤0.01% 798

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

GPS Wealth Strategies Group's MDYV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2025, closing a stake of 120 shares — an estimated $10K sold.

GPS Wealth Strategies Group first reported a position in MDYV in Q2 2024 and held it in 6 quarters. The position peaked at $18.6K in Q4 2024. 381 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 120 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2025, an estimated $10K.
  • GPS Wealth Strategies Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2024 and held it in 6 quarters.
  • GPS Wealth Strategies Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $18.6K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.