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Kestra Private Wealth Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Kestra Private Wealth Services’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 		$509K Buy
5,981
+2,595
+77% +$229K 0.01% 1190
2025
Q4 		$287K Buy
3,386
+81
+2% +$6.78K ﹤0.01% 1445
2025
Q3 		$276K Sell
3,305
-256
-7% -$21.1K ﹤0.01% 1402
2025
Q2 		$283K Buy
3,561
+896
+34% +$67.8K ﹤0.01% 1314
2025
Q1 		$205K Buy
+2,665
New +$215K ﹤0.01% 1380
2024
Q4 		– Sell
-12,218
Closed -$971K – 1466
2024
Q3 		$971K Buy
12,218
+351
+3% +$26.8K 0.02% 626
2024
Q2 		$866K Buy
11,867
+249
+2% +$18.3K 0.02% 624
2024
Q1 		$883K Buy
11,618
+21
+0.2% +$1.52K 0.02% 587
2023
Q4 		$851K Buy
11,597
+614
+6% +$40.6K 0.02% 568
2023
Q3 		$712K Buy
10,983
+336
+3% +$23.1K 0.02% 554
2023
Q2 		$732K Buy
10,647
+1
+0% +$65 0.03% 515
2023
Q1 		$704K Hold
10,646
– – 0.03% 501
2022
Q4 		$689K Hold
10,646
– – 0.03% 444
2022
Q3 		$616K Hold
10,646
– – 0.04% 440
2022
Q2 		$644K Buy
10,646
+1
+0% +$66 0.04% 434
2022
Q1 		$749K Buy
+10,645
New +$738K 0.04% 455

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

Kestra Private Wealth Services's MDYV Position: Q1 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 77% in Q1 2026, buying an estimated $229K and bringing the position to 5,981 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #1190.

Kestra Private Wealth Services first reported a position in MDYV in Q1 2022 and has held it in 16 quarters since. The position peaked at $971K in Q3 2024. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Kestra Private Wealth Services held 5,981 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $509K as of Q1 2026.
  • Kestra Private Wealth Services bought 2,595 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $229K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1190 holding.
  • Kestra Private Wealth Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $971K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.