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

IAG 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 		$6.89M Sell
80,913
-2,498
-3% -$220K 0.77% 32
2025
Q4 		$7.06M Buy
83,411
+1,279
+2% +$107K 0.82% 31
2025
Q3 		$6.85M Sell
82,132
-932
-1% -$76.8K 0.82% 29
2025
Q2 		$6.6M Buy
83,064
+25,363
+44% +$1.92M 0.87% 28
2025
Q1 		$4.45M Sell
57,701
-1,204
-2% -$97K 0.69% 31
2024
Q4 		$4.72M Sell
58,905
-1,962
-3% -$161K 0.83% 29
2024
Q3 		$4.84M Sell
60,867
-843
-1% -$64.4K 0.89% 29
2024
Q2 		$4.5M Sell
61,710
-1,636
-3% -$120K 0.9% 27
2024
Q1 		$4.81M Sell
63,346
-1,104
-2% -$80K 1.03% 25
2023
Q4 		$4.73M Buy
64,450
+2,608
+4% +$172K 1.08% 23
2023
Q3 		$4.01M Sell
61,842
-4,551
-7% -$312K 1.12% 21
2023
Q2 		$4.57M Buy
66,393
+8,383
+14% +$548K 1.21% 20
2023
Q1 		$3.83M Sell
58,010
-469
-0.8% -$32.2K 1.06% 20
2022
Q4 		$3.78M Buy
58,479
+1,417
+2% +$90.9K 1.12% 21
2022
Q3 		$3.3M Buy
57,062
+3,998
+8% +$255K 1.1% 22
2022
Q2 		$3.21M Buy
53,064
+1,299
+3% +$85.1K 1.05% 21
2022
Q1 		$3.64M Sell
51,765
-206
-0.4% -$14.3K 1.15% 17
2021
Q4 		$3.69M Sell
51,971
-2,011
-4% -$141K 1.18% 17
2021
Q3 		$3.58M Sell
53,982
-2,557
-5% -$172K 1.27% 17
2021
Q2 		$3.82M Sell
56,539
-4,418
-7% -$303K 1.37% 17
2021
Q1 		$3.99M Sell
60,957
-2,070
-3% -$127K 1.52% 15
2020
Q4 		$3.5M Sell
63,027
-2,525
-4% -$127K 1.43% 16
2020
Q3 		$2.85M Buy
65,552
+345
+0.5% +$15.3K 1.31% 16
2020
Q2 		$2.78M Buy
65,207
+5,968
+10% +$240K 1.35% 15
2020
Q1 		$2.09M Buy
+59,239
New +$2.86M 1.39% 15

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 $18.5B AUM 19.51% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 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 $1.61B AUM 19.97% 1-Year Est. Return

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

IAG Wealth Partners reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3% in Q1 2026, selling an estimated $220K and leaving 80,913 shares worth $6.89M. The position accounts for 0.77% of the portfolio, ranked #32.

IAG Wealth Partners first reported a position in MDYV in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.06M in Q4 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • IAG Wealth Partners held 80,913 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $6.89M as of Q1 2026.
  • IAG Wealth Partners sold 2,498 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $220K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.77% of IAG Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
  • IAG Wealth Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $7.06M in Q4 2025.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.