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

Montz Harcus 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
2026
Q1 		$3.85M Buy
45,162
+199
+0.4% +$17.5K 1.55% 17
2025
Q4 		$3.81M Sell
44,963
-754
-2% -$63.1K 1.54% 17
2025
Q3 		$3.81M Sell
45,717
-157
-0.3% -$12.9K 1.66% 15
2025
Q2 		$3.64M Buy
45,874
+1,522
+3% +$115K 1.76% 15
2025
Q1 		$3.42M Buy
44,352
+1,827
+4% +$147K 1.87% 15
2024
Q4 		$3.41M Buy
42,525
+28,552
+204% +$2.35M 1.91% 14
2024
Q3 		$1.11M Buy
13,973
+136
+1% +$10.4K 0.65% 22
2024
Q2 		$1.01M Sell
13,837
-1
-0% -$73 0.65% 21
2024
Q1 		$1.05M Buy
13,838
+124
+0.9% +$8.98K 0.71% 21
2023
Q4 		$1.01M Buy
13,714
+53
+0.4% +$3.5K 0.77% 19
2023
Q3 		$886K Sell
13,661
-20
-0.1% -$1.37K 0.76% 19
2023
Q2 		$941K Buy
13,681
+156
+1% +$10.2K 0.78% 19
2023
Q1 		$894K Buy
13,525
+1,044
+8% +$71.7K 0.83% 19
2022
Q4 		$808K Buy
+12,481
New +$801K 0.8% 20

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

Montz Harcus Wealth Management's MDYV Position: Q1 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.44% in Q1 2026, buying an estimated $17.5K and bringing the position to 45,162 shares worth $3.85M. The position accounts for 1.55% of the portfolio, ranked #17.

Montz Harcus Wealth Management first reported a position in MDYV in Q4 2022 and has held it in 14 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Montz Harcus Wealth Management held 45,162 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.85M as of Q1 2026.
  • Montz Harcus Wealth Management bought 199 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $17.5K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 1.55% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Montz Harcus Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 14 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 Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.