PS
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 $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Principal Securities's MDYV Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2025, closing a stake of 368 shares — an estimated $30.7K sold.

Principal Securities first reported a position in MDYV in Q4 2023 and held it in 8 quarters. The position peaked at $13M in Q4 2023. 383 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

  • Principal Securities reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 368 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2025, an estimated $30.7K.
  • Principal Securities first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $13M in Q4 2023.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.