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Prime Capital Investment Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Prime Capital Investment Advisors’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
-12,854
Closed -$990K – 1052
2025
Q1 		$990K Buy
12,854
+9,904
+336% +$798K 0.01% 499
2024
Q4 		$237K Buy
2,950
+104
+4% +$8.54K ﹤0.01% 798
2024
Q3 		$226K Sell
2,846
-3,875
-58% -$296K ﹤0.01% 822
2024
Q2 		$490K Sell
6,721
-5,079
-43% -$373K 0.01% 580
2024
Q1 		$897K Buy
11,800
+3,949
+50% +$286K 0.01% 485
2023
Q4 		$576K Buy
7,851
+3,323
+73% +$220K 0.01% 546
2023
Q3 		$294K Sell
4,528
-609
-12% -$41.8K 0.01% 590
2023
Q2 		$353K Buy
5,137
+435
+9% +$28.4K 0.01% 558
2023
Q1 		$311K Sell
4,702
-412
-8% -$28.3K 0.01% 424
2022
Q4 		$331K Buy
5,114
+347
+7% +$22.3K 0.01% 406
2022
Q3 		$276K Sell
4,767
-24
-0.5% -$1.53K 0.02% 324
2022
Q2 		$290K Sell
4,791
-1,198
-20% -$78.5K 0.02% 300
2022
Q1 		$426K Hold
5,989
– – 0.02% 253
2021
Q4 		$426K Buy
5,989
+1,536
+34% +$107K 0.02% 253
2021
Q3 		$295K Sell
4,453
-699
-14% -$47.1K 0.02% 250
2021
Q2 		$348K Buy
5,152
+494
+11% +$33.9K 0.02% 288
2021
Q1 		$305K Sell
4,658
-522
-10% -$32K 0.02% 226
2020
Q4 		$287K Buy
5,180
+162
+3% +$8.18K 0.02% 215
2020
Q3 		$218K Sell
5,018
-74
-1% -$3.28K 0.02% 236
2020
Q2 		$217K Sell
5,092
-17,584
-78% -$708K 0.02% 224
2020
Q1 		$800K Sell
22,676
-47,992
-68% -$2.31M 0.09% 123
2019
Q4 		$3.87M Sell
70,668
-41,813
-37% -$2.21M 0.44% 45
2019
Q3 		$5.77M Sell
112,481
-33,537
-23% -$1.69M 0.89% 24
2019
Q2 		$7.5M Buy
+146,018
New +$7.44M 1.37% 16

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 $11B AUM 18.22% 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

Prime Capital Investment Advisors's MDYV Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 12,854 shares — an estimated $990K sold.

Prime Capital Investment Advisors first reported a position in MDYV in Q2 2019 and held it in 24 quarters. The position peaked at $7.5M in Q2 2019. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 12,854 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $990K.
  • Prime Capital Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2019 and held it in 24 quarters.
  • Prime Capital Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $7.5M in Q2 2019.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.