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Legacy Investment Solutions’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Legacy Investment Solutions’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 		$3.18K Buy
+40
New +$3.03K ﹤0.01% 450
2024
Q4 		$3.28K Hold
40
– – ﹤0.01% 437
2024
Q3 		$3.36K Buy
+40
New +$3.06K ﹤0.01% 431

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
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

Legacy Investment Solutions's MDYV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025: 40 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MDYV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MDYV in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.36K in Q3 2024. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Legacy Investment Solutions held 40 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.18K as of Q2 2025.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #450 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.36K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.