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Milestone Asset Management Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Milestone Asset Management Group’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 		$997K Buy
11,714
+159
+1% +$14K 0.58% 46
2025
Q4 		$978K Buy
11,555
+927
+9% +$77.6K 0.55% 48
2025
Q3 		$886K Buy
10,628
+320
+3% +$26.4K 0.56% 49
2025
Q2 		$819K Buy
10,308
+30
+0.3% +$2.27K 0.61% 45
2025
Q1 		$792K Buy
10,278
+188
+2% +$15.1K 0.72% 42
2024
Q4 		$809K Buy
+10,090
New +$829K 0.72% 42

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

Milestone Asset Management Group's MDYV Position: Q1 2026 in Review

Milestone Asset Management Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.4% in Q1 2026, buying an estimated $14K and bringing the position to 11,714 shares worth $997K. The position accounts for 0.58% of the portfolio, ranked #46.

Milestone Asset Management Group first reported a position in MDYV in Q4 2024 and has held it in 6 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Milestone Asset Management Group held 11,714 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $997K as of Q1 2026.
  • Milestone Asset Management Group bought 159 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $14K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.58% of Milestone Asset Management Group's portfolio in Q1 2026, its #46 holding.
  • Milestone Asset Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.