PAS
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Park Avenue Securities’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Park Avenue Securities’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
Q2 		– Sell
-21,223
Closed -$1.64M – 1541
2025
Q1 		$1.64M Buy
21,223
+9,303
+78% +$749K 0.02% 452
2024
Q4 		$956K Buy
11,920
+1,292
+12% +$106K 0.01% 780
2024
Q3 		$845K Buy
10,628
+273
+3% +$20.9K 0.01% 753
2024
Q2 		$755K Buy
10,355
+1,318
+15% +$96.7K 0.01% 789
2024
Q1 		$687K Sell
9,037
-18,758
-67% -$1.36M 0.01% 833
2023
Q4 		$2.04M Buy
27,795
+15,819
+132% +$1.05M 0.03% 372
2023
Q3 		$777K Sell
11,976
-2,714
-18% -$186K 0.01% 666
2023
Q2 		$1.01M Buy
14,690
+1,076
+8% +$70.3K 0.02% 472
2023
Q1 		$900K Sell
13,614
-8,486
-38% -$583K 0.02% 492
2022
Q4 		$1.43M Buy
22,100
+15,855
+254% +$1.02M 0.03% 389
2022
Q3 		$361K Buy
6,245
+1,374
+28% +$87.7K 0.01% 842
2022
Q2 		$295K Sell
4,871
-4,640
-49% -$304K 0.01% 921
2022
Q1 		$669K Buy
9,511
+5,210
+121% +$361K 0.01% 619
2021
Q4 		$306K Buy
4,301
+918
+27% +$64.2K 0.01% 912
2021
Q3 		$224K Buy
+3,383
New +$228K ﹤0.01% 964

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Park Avenue Securities's MDYV Position: Q2 2025 in Review

Park Avenue Securities sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 21,223 shares — an estimated $1.64M sold.

Park Avenue Securities first reported a position in MDYV in Q3 2021 and held it in 15 quarters. The position peaked at $2.04M in Q4 2023. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Park Avenue Securities reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Park Avenue Securities sold 21,223 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $1.64M.
  • Park Avenue Securities first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2021 and held it in 15 quarters.
  • Park Avenue Securities's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.04M in Q4 2023.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Park Avenue Securities's 13F filing for Q2 2025, filed 14 Jul 2025.