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Howe & Rusling’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Howe & Rusling’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 		$7.92K Hold
93
– – ﹤0.01% 434
2025
Q4 		$7.87K Hold
93
– – ﹤0.01% 435
2025
Q3 		$7.76K Hold
93
– – ﹤0.01% 426
2025
Q2 		$7.39K Hold
93
– – ﹤0.01% 422
2025
Q1 		$7.17K Buy
+93
New +$7.49K ﹤0.01% 389
2024
Q1 		– Sell
-51
Closed -$3.74K – 404
2023
Q4 		$3.74K Buy
+51
New +$3.37K ﹤0.01% 348

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Howe & Rusling's MDYV Position: Q1 2026 in Review

Howe & Rusling held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 93 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Howe & Rusling first reported a position in MDYV in Q4 2023 and has held it in 6 quarters since. 377 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Howe & Rusling held 93 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $7.92K as of Q1 2026.
  • Howe & Rusling left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #434 holding.
  • Howe & Rusling first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 6 quarters since.
  • 377 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.