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

Iron Horse 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
2025
Q2 		$149K Sell
1,871
-15
-0.8% -$1.14K 0.04% 63
2025
Q1 		$145K Sell
1,886
-17
-0.9% -$1.37K 0.05% 63
2024
Q4 		$153K Sell
1,903
-32
-2% -$2.63K 0.05% 62
2024
Q3 		$154K Sell
1,935
-8
-0.4% -$611 0.05% 55
2024
Q2 		$142K Hold
1,943
– – 0.05% 53
2024
Q1 		$148K Sell
1,943
-74
-4% -$5.36K 0.06% 47
2023
Q4 		$148K Sell
2,017
-15
-0.7% -$992 0.06% 44
2023
Q3 		$132K Sell
2,032
-42
-2% -$2.88K 0.06% 43
2023
Q2 		$143K Sell
2,074
-388
-16% -$25.4K 0.07% 42
2023
Q1 		$163K Hold
2,462
– – 0.08% 39
2022
Q4 		$159K Buy
2,462
+2,101
+582% +$135K 0.09% 42
2022
Q3 		$21K Sell
361
-2,570
-88% -$164K 0.03% 62
2022
Q2 		$177K Sell
2,931
-3
-0.1% -$197 0.1% 35
2022
Q1 		$206K Sell
2,934
-8
-0.3% -$554 0.11% 35
2021
Q4 		$209K Sell
2,942
-2
-0.1% -$140 0.12% 35
2021
Q3 		$195K Sell
2,944
-203
-6% -$13.7K 0.12% 36
2021
Q2 		$212K Sell
3,147
-206
-6% -$14.1K 0.14% 33
2021
Q1 		$219K Sell
3,353
-150
-4% -$9.2K 0.16% 30
2020
Q4 		$194K Buy
+3,503
New +$177K 0.16% 33

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NP
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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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Iron Horse Wealth Management's MDYV Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.8% in Q2 2025, selling an estimated $1.14K and leaving 1,871 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #63.

Iron Horse Wealth Management first reported a position in MDYV in Q4 2020 and has held it in 19 quarters since. The position peaked at $219K in Q1 2021. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Iron Horse Wealth Management held 1,871 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $149K as of Q2 2025.
  • Iron Horse Wealth Management sold 15 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $1.14K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #63 holding.
  • Iron Horse Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $219K in Q1 2021.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.