IWM
MDYV icon

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

IHT 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 		– Sell
-139,895
Closed -$11.8M – 1307
2025
Q4 		$11.8M Sell
139,895
-41,102
-23% -$3.44M 0.29% 72
2025
Q3 		$15.1M Sell
180,997
-15,262
-8% -$1.26M 0.38% 59
2025
Q2 		$15.6M Buy
196,259
+7,149
+4% +$541K 0.43% 48
2025
Q1 		$14.6M Sell
189,110
-94,225
-33% -$7.59M 0.46% 47
2024
Q4 		$22.7M Buy
283,335
+224,627
+383% +$18.5M 0.73% 22
2024
Q3 		$4.66M Sell
58,708
-22,305
-28% -$1.7M 0.13% 156
2024
Q2 		$5.91M Sell
81,013
-50,467
-38% -$3.7M 0.22% 94
2024
Q1 		$9.99M Buy
131,480
+2,210
+2% +$160K 0.4% 45
2023
Q4 		$9.49M Sell
129,270
-3,799
-3% -$251K 0.42% 42
2023
Q3 		$8.63M Buy
133,069
+117,659
+764% +$8.07M 0.44% 40
2023
Q2 		$1.06M Buy
15,410
+350
+2% +$22.9K 0.06% 326
2023
Q1 		$995K Sell
15,060
-458,281
-97% -$31.5M 0.06% 314
2022
Q4 		$30.6M Buy
473,341
+453,325
+2,265% +$29.1M 1.92% 5
2022
Q3 		$1.16M Buy
20,016
+6,808
+52% +$434K 0.09% 253
2022
Q2 		$799K Sell
13,208
-342,527
-96% -$22.4M 0.07% 281
2022
Q1 		$25M Buy
355,735
+297,399
+510% +$20.6M 1.9% 4
2021
Q4 		$4.15M Sell
58,336
-123,555
-68% -$8.64M 0.31% 69
2021
Q3 		$12M Sell
181,891
-31,492
-15% -$2.12M 0.98% 13
2021
Q2 		$14.4M Buy
213,383
+5,799
+3% +$398K 0.91% 15
2021
Q1 		$13.6M Buy
207,584
+194,911
+1,538% +$12M 0.98% 13
2020
Q4 		$703K Buy
12,673
+1,022
+9% +$51.6K 0.06% 314
2020
Q3 		$506K Buy
11,651
+4,580
+65% +$203K 0.05% 345
2020
Q2 		$301K Buy
+7,071
New +$285K 0.04% 414

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 $3.64B AUM 14.73% 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

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

IHT Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 139,895 shares — an estimated $11.8M sold.

IHT Wealth Management first reported a position in MDYV in Q2 2020 and held it in 23 quarters. The position peaked at $30.6M in Q4 2022. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • IHT Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 139,895 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $11.8M.
  • IHT Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2020 and held it in 23 quarters.
  • IHT Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $30.6M in Q4 2022.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.