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Orion Portfolio Solutions’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Orion Portfolio Solutions’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 		$1.28M Sell
16,667
-2,360
-12% -$190K 0.01% 943
2024
Q4 		$1.53M Buy
19,027
+3,862
+25% +$317K 0.02% 825
2024
Q3 		$1.21M Buy
15,165
+1,403
+10% +$107K 0.01% 949
2024
Q2 		$1M Buy
13,762
+9,234
+204% +$678K 0.01% 990
2024
Q1 		$344K Sell
4,528
-550,151
-99% -$39.8M ﹤0.01% 1408
2023
Q4 		$40.3M Buy
554,679
+549,277
+10,168% +$36.3M 0.47% 33
2023
Q3 		$350K Sell
5,402
-1,762
-25% -$121K ﹤0.01% 1322
2023
Q2 		$493K Sell
7,164
-1,934
-21% -$126K 0.01% 1215
2023
Q1 		$601K Sell
9,098
-559,084
-98% -$38.4M 0.01% 1077
2022
Q4 		$36.8M Buy
568,182
+564,567
+15,617% +$36.2M 1.29% 9
2022
Q3 		$209K Buy
+3,615
New +$231K 0.01% 690
2022
Q2 		– Sell
-693,897
Closed -$48.8M – 725
2022
Q1 		$48.8M Buy
+693,897
New +$48.1M 1.72% 9
2021
Q3 		– Sell
-4,281
Closed -$289K – 669
2021
Q2 		$289K Sell
4,281
-661,462
-99% -$45.4M 0.01% 501
2021
Q1 		$43.6M Buy
665,743
+102,514
+18% +$6.29M 1.88% 8
2020
Q4 		$31.3M Buy
+563,229
New +$28.4M 1.46% 10
2020
Q3 		– Sell
-219
Closed -$9K – 1397
2020
Q2 		$9K Hold
219
– – ﹤0.01% 1250
2020
Q1 		$8K Sell
219
-223
-50% -$10.8K ﹤0.01% 1156
2019
Q4 		$24K Buy
+442
New +$23.3K ﹤0.01% 729

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
Morgan Stanley
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Orion Portfolio Solutions's MDYV Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 12% in Q1 2025, selling an estimated $190K and leaving 16,667 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #943.

Orion Portfolio Solutions first reported a position in MDYV in Q4 2019 and has held it in 18 quarters since. The position peaked at $48.8M in Q1 2022. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

  • Orion Portfolio Solutions held 16,667 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.28M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,360 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $190K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #943 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 18 quarters since.
  • Orion Portfolio Solutions's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $48.8M in Q1 2022.
  • 372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.