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

Private 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 Q3	$8.82M	Sell	99,628 -10,860	-10%	-$1.02M	1.98%	14
2026 Q2	$10.5M	Sell	110,488 -6,428	-5%	-$585K	2.43%	13
2026 Q1	$10M	Sell	116,916 -6,082	-5%	-$536K	2.61%	13
2025 Q4	$10.4M	Sell	122,998 -6,067	-5%	-$508K	2.78%	13
2025 Q3	$10.8M	Sell	129,065 -3,295	-2%	-$271K	2.96%	13
2025 Q2	$10.5M	Sell	132,360 -1,306	-1%	-$98.9K	3.49%	10
2025 Q1	$10.3M	Sell	133,666 -59	-0%	-$4.75K	3.8%	9
2024 Q4	$10.7M	Sell	133,725 -9,071	-6%	-$745K	4.11%	8
2024 Q3	$11.3M	Sell	142,796 -997	-0.7%	-$76.2K	4.48%	9
2024 Q2	$10.5M	Sell	143,793 -1,059	-0.7%	-$77.7K	4.54%	8
2024 Q1	$11M	Buy	144,852 +4,497	+3%	+$326K	4.99%	6
2023 Q4	$10.3M	Buy	+140,355	New	+$9.28M	5.06%	5

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Private Wealth Management Group's MDYV Position: Q3 2026 in Review

Private Wealth Management Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 9.8% in Q3 2026, selling an estimated $1.02M and leaving 99,628 shares worth $8.82M. The position accounts for 1.98% of the portfolio, ranked #14.

Private Wealth Management Group first reported a position in MDYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.3M in Q3 2024. 121 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Private Wealth Management Group held 99,628 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $8.82M as of Q3 2026.
Private Wealth Management Group sold 10,860 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $1.02M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 1.98% of Private Wealth Management Group's portfolio in Q3 2026, its #14 holding.
Private Wealth Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $11.3M in Q3 2024.
121 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.