HWP
MDYV icon

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

Highline Wealth 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
2026
Q1 		– Sell
-57
Closed -$4.83K – 1347
2025
Q4 		$4.83K Hold
57
– – ﹤0.01% 565
2025
Q3 		$4.75K Hold
57
– – ﹤0.01% 584
2025
Q2 		$4.53K Buy
+57
New +$4.32K ﹤0.01% 471

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

Highline Wealth Partners's MDYV Position: Q1 2026 in Review

Highline Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 57 shares — an estimated $4.83K sold.

Highline Wealth Partners first reported a position in MDYV in Q2 2025 and held it in 3 quarters. The position peaked at $4.83K in Q4 2025. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Highline Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 57 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $4.83K.
  • Highline Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2025 and held it in 3 quarters.
  • Highline Wealth Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.83K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Highline Wealth Partners's 13F filing for Q1 2026, filed 6 Apr 2026.