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 Q1	$9.96M	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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Private Wealth Management Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.9% in Q1 2026, selling an estimated $536K and leaving 116,916 shares worth $9.96M. The position accounts for 2.61% of the portfolio, ranked #13.

Private Wealth Management Group first reported a position in MDYV in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.3M in Q3 2024. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Private Wealth Management Group held 116,916 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $9.96M as of Q1 2026.
Private Wealth Management Group sold 6,082 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $536K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 2.61% of Private Wealth Management Group's portfolio in Q1 2026, its #13 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 10 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.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.