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

Moloney Securities Asset 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 		– Sell
-3,408
Closed -$263K – 511
2025
Q1 		$263K Buy
3,408
+733
+27% +$59K 0.04% 384
2024
Q4 		$215K Sell
2,675
-468
-15% -$38.5K 0.03% 405
2024
Q3 		$250K Sell
3,143
-526
-14% -$40.2K 0.03% 397
2024
Q2 		$268K Buy
3,669
+8
+0.2% +$587 0.04% 370
2024
Q1 		$278K Sell
3,661
-2,135
-37% -$155K 0.04% 355
2023
Q4 		$425K Sell
5,796
-670
-10% -$44.3K 0.07% 270
2023
Q3 		$419K Sell
6,466
-1,101
-15% -$75.6K 0.08% 248
2023
Q2 		$520K Sell
7,567
-521
-6% -$34K 0.09% 236
2023
Q1 		$534K Buy
8,088
+1,235
+18% +$84.8K 0.1% 229
2022
Q4 		$444K Buy
6,853
+1,464
+27% +$94K 0.1% 234
2022
Q3 		$312K Sell
5,389
-136
-2% -$8.68K 0.08% 262
2022
Q2 		$334K Buy
5,525
+389
+8% +$25.5K 0.08% 251
2022
Q1 		$361K Sell
5,136
-125
-2% -$8.66K 0.07% 265
2021
Q4 		$374K Buy
5,261
+11
+0.2% +$769 0.06% 282
2021
Q3 		$348K Buy
5,250
+206
+4% +$13.9K 0.06% 291
2021
Q2 		$341K Buy
5,044
+97
+2% +$6.66K 0.06% 294
2021
Q1 		$324K Buy
4,947
+350
+8% +$21.5K 0.06% 295
2020
Q4 		$255K Buy
+4,597
New +$232K 0.06% 319
2019
Q3 		– Sell
-4,156
Closed -$213K – 346
2019
Q2 		$213K Hold
4,156
– – 0.07% 278
2019
Q1 		$209K Buy
+4,156
New +$206K 0.07% 268

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 $11B AUM 18.22% 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

Moloney Securities Asset Management's MDYV Position: Q2 2025 in Review

Moloney Securities Asset Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 3,408 shares — an estimated $263K sold.

Moloney Securities Asset Management first reported a position in MDYV in Q1 2019 and held it in 20 quarters. The position peaked at $534K in Q1 2023. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Moloney Securities Asset Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 3,408 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $263K.
  • Moloney Securities Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 20 quarters.
  • Moloney Securities Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $534K in Q1 2023.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Moloney Securities Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.