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

Northwestern Mutual 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 Q2	$4.97M	Sell	52,441 -3,702	-7%	-$337K	﹤0.01%	861
2026 Q1	$4.78M	Buy	56,143 +274	+0.5%	+$24.2K	﹤0.01%	821
2025 Q4	$4.73M	Buy	55,869 +358	+0.6%	+$30K	﹤0.01%	787
2025 Q3	$4.63M	Buy	55,511 +1,935	+4%	+$159K	﹤0.01%	760
2025 Q2	$4.26M	Sell	53,576 -1,674	-3%	-$127K	﹤0.01%	727
2025 Q1	$4.26M	Sell	55,250 -700	-1%	-$56.4K	﹤0.01%	699
2024 Q4	$4.49M	Buy	55,950 +1,824	+3%	+$150K	﹤0.01%	650
2024 Q3	$4.3M	Buy	54,126 +1,847	+4%	+$141K	﹤0.01%	652
2024 Q2	$3.81M	Buy	52,279 +4,445	+9%	+$326K	﹤0.01%	648
2024 Q1	$3.64M	Sell	47,834 -47	-0.1%	-$3.4K	﹤0.01%	637
2023 Q4	$3.51M	Sell	47,881 -3,561	-7%	-$235K	﹤0.01%	620
2023 Q3	$3.34M	Sell	51,442 -1,294	-2%	-$88.8K	﹤0.01%	595
2023 Q2	$3.63M	Buy	52,736 +5,373	+11%	+$351K	﹤0.01%	567
2023 Q1	$3.13M	Sell	47,363 -33,373	-41%	-$2.29M	﹤0.01%	580
2022 Q4	$5.23M	Buy	80,736 +46,794	+138%	+$3M	0.01%	462
2022 Q3	$1.96M	Sell	33,942 -1,943	-5%	-$124K	﹤0.01%	632
2022 Q2	$2.17M	Sell	35,885 -22,735	-39%	-$1.49M	﹤0.01%	603
2022 Q1	$4.13M	Buy	58,620 +9,127	+18%	+$633K	0.01%	480
2021 Q4	$3.52M	Buy	49,493 +11,478	+30%	+$803K	0.01%	483
2021 Q3	$2.52M	Buy	38,015 +4,174	+12%	+$281K	﹤0.01%	522
2021 Q2	$2.28M	Sell	33,841 -1,746	-5%	-$120K	﹤0.01%	537
2021 Q1	$2.33M	Buy	35,587 +19,354	+119%	+$1.19M	﹤0.01%	481
2020 Q4	$901K	Buy	16,233 +1,723	+12%	+$87K	﹤0.01%	672
2020 Q3	$630K	Buy	14,510 +2,945	+25%	+$131K	﹤0.01%	695
2020 Q2	$493K	Buy	11,565 +2,880	+33%	+$116K	﹤0.01%	718
2020 Q1	$306K	Buy	8,685 +7,178	+476%	+$346K	﹤0.01%	765
2019 Q4	$83K	Buy	1,507 +686	+84%	+$36.2K	﹤0.01%	1253
2019 Q3	$42K	Sell	821 -6	-0.7%	-$303	﹤0.01%	1479
2019 Q2	$42K	Buy	827 +467	+130%	+$23.8K	﹤0.01%	1457
2019 Q1	$18K	Hold	360	–	–	﹤0.01%	1762
2018 Q4	$16K	Buy	360 +240	+200%	+$11.8K	﹤0.01%	1675
2018 Q3	$6K	Sell	120 -482	-80%	-$25.9K	﹤0.01%	2061
2018 Q2	$31K	Buy	602 +482	+402%	+$24.8K	﹤0.01%	1437
2018 Q1	$6K	Sell	120 -246	-67%	-$12.5K	﹤0.01%	1867
2017 Q4	$19K	Buy	+366	New	+$18.5K	﹤0.01%	1515
2016 Q2	–	Sell	-32	Closed	-$1K	–	2176
2016 Q1	$1K	Buy	+32	New	+$1.18K	﹤0.01%	2011

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Northwestern Mutual Wealth Management's MDYV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 6.6% in Q2 2026, selling an estimated $337K and leaving 52,441 shares worth $4.97M. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Northwestern Mutual Wealth Management first reported a position in MDYV in Q1 2016 and has held it in 36 quarters since. The position peaked at $5.23M in Q4 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Northwestern Mutual Wealth Management held 52,441 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.97M as of Q2 2026.
Northwestern Mutual Wealth Management sold 3,702 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $337K.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #861 holding.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2016 and has held it in 36 quarters since.
Northwestern Mutual Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5.23M in Q4 2022.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.