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

Oak Harbor 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 Q1	–	Sell	-233	Closed	-$18.7K	–	250
2024 Q4	$18.7K	Hold	233	–	–	0.01%	210
2024 Q3	$18.5K	Hold	233	–	–	0.01%	202
2024 Q2	$17K	Hold	233	–	–	0.01%	202
2024 Q1	$17.7K	Hold	233	–	–	0.01%	206
2023 Q4	$17.1K	Hold	233	–	–	0.01%	206
2023 Q3	$15.1K	Hold	233	–	–	0.01%	206
2023 Q2	$16K	Hold	233	–	–	0.01%	213
2023 Q1	$15.4K	Hold	233	–	–	0.01%	206
2022 Q4	$15.1K	Buy	+233	New	+$15K	0.01%	201

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

AWM

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

Oak Harbor Wealth Partners's MDYV Position: Q1 2025 in Review

Oak Harbor Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 233 shares — an estimated $18.7K sold.

Oak Harbor Wealth Partners first reported a position in MDYV in Q4 2022 and held it in 9 quarters. The position peaked at $18.7K in Q4 2024. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

Oak Harbor Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Oak Harbor Wealth Partners sold 233 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $18.7K.
Oak Harbor Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 9 quarters.
Oak Harbor Wealth Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $18.7K in Q4 2024.
372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2025, filed 12 May 2025.