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

Prestige Wealth Management Group’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 		$8.07M Sell
94,745
-2,304
-2% -$203K 1.58% 15
2025
Q4 		$8.22M Buy
97,049
+305
+0.3% +$25.5K 1.57% 15
2025
Q3 		$8.07M Sell
96,744
-2,392
-2% -$197K 1.56% 16
2025
Q2 		$7.87M Buy
99,136
+2,079
+2% +$157K 1.6% 16
2025
Q1 		$7.48M Buy
97,057
+17,028
+21% +$1.37M 1.6% 13
2024
Q4 		$6.42M Buy
80,029
+27
+0% +$2.22K 1.33% 20
2024
Q3 		$6.36M Sell
80,002
-896
-1% -$68.4K 1.31% 17
2024
Q2 		$5.9M Sell
80,898
-2,707
-3% -$199K 1.27% 20
2024
Q1 		$6.35M Buy
83,605
+9,600
+13% +$695K 1.37% 18
2023
Q4 		$5.43M Sell
74,005
-170
-0.2% -$11.2K 1.23% 17
2023
Q3 		$4.81M Sell
74,175
-1,830
-2% -$126K 1.19% 17
2023
Q2 		$5.23M Sell
76,005
-785
-1% -$51.3K 1.24% 16
2023
Q1 		$5.07M Sell
76,790
-1,401
-2% -$96.2K 1.28% 17
2022
Q4 		$5.06M Buy
78,191
+593
+0.8% +$38.1K 1.32% 18
2022
Q3 		$4.49M Buy
77,598
+556
+0.7% +$35.5K 1.26% 19
2022
Q2 		$4.66M Buy
77,042
+1,504
+2% +$98.5K 1.26% 19
2022
Q1 		$5.32M Buy
75,538
+1,839
+2% +$127K 1.31% 18
2021
Q4 		$5.24M Sell
73,699
-9,047
-11% -$633K 1.25% 15
2021
Q3 		$5.48M Buy
82,746
+2,021
+3% +$136K 1.4% 15
2021
Q2 		$5.45M Sell
80,725
-1,883
-2% -$129K 1.45% 15
2021
Q1 		$5.41M Sell
82,608
-2,307
-3% -$142K 1.48% 15
2020
Q4 		$4.71M Buy
84,915
+40,315
+90% +$2.03M 1.29% 16
2020
Q3 		$1.94M Buy
44,600
+43,254
+3,214% +$1.92M 0.58% 25
2020
Q2 		$57K Sell
1,346
-11,456
-89% -$461K 0.02% 208
2020
Q1 		$451K Sell
12,802
-793
-6% -$38.2K 0.19% 55
2019
Q4 		$744K Buy
13,595
+28
+0.2% +$1.48K 0.41% 40
2019
Q3 		$697K Sell
13,567
-540
-4% -$27.3K 0.41% 39
2019
Q2 		$725K Sell
14,107
-6,065
-30% -$309K 0.44% 36
2019
Q1 		$1.02M Sell
20,172
-318
-2% -$15.8K 0.62% 27
2018
Q4 		$909K Buy
+20,490
New +$1.01M 0.67% 29

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

Prestige Wealth Management Group's MDYV Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.4% in Q1 2026, selling an estimated $203K and leaving 94,745 shares worth $8.07M. The position accounts for 1.58% of the portfolio, ranked #15.

Prestige Wealth Management Group first reported a position in MDYV in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.22M in Q4 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Prestige Wealth Management Group held 94,745 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $8.07M as of Q1 2026.
  • Prestige Wealth Management Group sold 2,304 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $203K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 1.58% of Prestige Wealth Management Group's portfolio in Q1 2026, its #15 holding.
  • Prestige Wealth Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $8.22M in Q4 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 Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.