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MDYV icon

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

Principal 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
Q4 		– Sell
-368
Closed -$30.7K – 2648
2025
Q3 		$30.7K Sell
368
-59
-14% -$4.86K ﹤0.01% 2209
2025
Q2 		$33.9K Sell
427
-33,903
-99% -$2.57M ﹤0.01% 2064
2025
Q1 		$2.75M Hold
34,330
– – 0.06% 284
2024
Q4 		$2.75M Buy
34,330
+1,711
+5% +$141K 0.06% 284
2024
Q3 		$2.59M Buy
32,619
+3,336
+11% +$255K 0.06% 272
2024
Q2 		$2.14M Buy
29,283
+4,745
+19% +$348K 0.06% 289
2024
Q1 		$1.86M Sell
24,538
-152,885
-86% -$11.1M 0.06% 291
2023
Q4 		$13M Buy
+177,423
New +$11.7M 0.48% 39

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $376B AUM 19.32% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return