MWA
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Motive Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Motive Wealth Advisors’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 		– Sell
-4,591
Closed -$389K – 97
2025
Q4 		$389K Sell
4,591
-88
-2% -$7.37K 0.17% 55
2025
Q3 		$390K Buy
4,679
+2
+0% +$165 0.17% 54
2025
Q2 		$371K Buy
4,677
+1,765
+61% +$134K 0.17% 53
2025
Q1 		$224K Sell
2,912
-294
-9% -$23.7K 0.12% 62
2024
Q4 		$257K Sell
3,206
-546
-15% -$44.9K 0.14% 61
2024
Q3 		$274K Hold
3,752
– – 0.16% 57
2024
Q2 		$274K Sell
3,752
-466
-11% -$34.2K 0.16% 57
2024
Q1 		$321K Buy
+4,218
New +$305K 0.19% 56
2023
Q1 		– Sell
-5,637
Closed -$365K – 58
2022
Q4 		$365K Sell
5,637
-833
-13% -$53.5K 0.28% 39
2022
Q3 		$374K Buy
6,470
+1,865
+40% +$119K 0.3% 38
2022
Q2 		$279K Sell
4,605
-152
-3% -$9.96K 0.22% 65
2022
Q1 		$335K Hold
4,757
– – 0.23% 64
2021
Q4 		$338K Sell
4,757
-993
-17% -$69.5K 0.2% 66
2021
Q3 		$381K Buy
5,750
+425
+8% +$28.6K 0.26% 61
2021
Q2 		$360K Buy
+5,325
New +$365K 0.26% 60

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

Motive Wealth Advisors's MDYV Position: Q1 2026 in Review

Motive Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 4,591 shares — an estimated $389K sold.

Motive Wealth Advisors first reported a position in MDYV in Q2 2021 and held it in 15 quarters. The position peaked at $390K in Q3 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Motive Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Motive Wealth Advisors sold 4,591 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $389K.
  • Motive Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2021 and held it in 15 quarters.
  • Motive Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $390K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Motive Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.