Mosaic Family Wealth Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Mosaic Family Wealth Partners’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 Q3	–	Sell	-2,669	Closed	-$212K	–	243
2025 Q2	$212K	Buy	+2,669	New	+$202K	0.03%	214
2023 Q4	–	Sell	-4,673	Closed	-$303K	–	199
2023 Q3	$303K	Sell	4,673 -287	-6%	-$19.7K	0.06%	139
2023 Q2	$341K	Sell	4,960 -984	-17%	-$64.3K	0.07%	129
2023 Q1	$393K	Sell	5,944 -612	-9%	-$42K	0.08%	119
2022 Q4	$424K	Buy	+6,556	New	+$421K	0.12%	110

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mosaic Family Wealth Partners's MDYV Position: Q3 2025 in Review

Mosaic Family Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 2,669 shares — an estimated $212K sold.

Mosaic Family Wealth Partners first reported a position in MDYV in Q4 2022 and held it in 5 quarters. The position peaked at $424K in Q4 2022. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

Mosaic Family Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Mosaic Family Wealth Partners sold 2,669 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $212K.
Mosaic Family Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 5 quarters.
Mosaic Family Wealth Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $424K in Q4 2022.
362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.