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

Prosperity Capital 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 Q3	–	Sell	-3,372	Closed	-$268K	–	424
2025 Q2	$268K	Buy	+3,372	New	+$255K	0.02%	341
2024 Q3	–	Sell	-3,194	Closed	-$233K	–	345
2024 Q2	$233K	Sell	3,194 -769	-19%	-$56.4K	0.03%	286
2024 Q1	$301K	Buy	3,963 +298	+8%	+$21.6K	0.04%	260
2023 Q4	$269K	Buy	3,665 +206	+6%	+$13.6K	0.03%	208
2023 Q3	$224K	Sell	3,459 -152	-4%	-$10.4K	0.03%	220
2023 Q2	$248K	Buy	3,611 +29	+0.8%	+$1.9K	0.03%	202
2023 Q1	$237K	Buy	3,582 +400	+13%	+$27.5K	0.04%	182
2022 Q4	$206K	Buy	+3,182	New	+$204K	0.06%	185

Other funds holding MDYV

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Prosperity Capital Advisors's MDYV Position: Q3 2025 in Review

Prosperity Capital Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 3,372 shares — an estimated $268K sold.

Prosperity Capital Advisors first reported a position in MDYV in Q4 2022 and held it in 8 quarters. The position peaked at $301K in Q1 2024. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

Prosperity Capital Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 3,372 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $268K.
Prosperity Capital Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 8 quarters.
Prosperity Capital Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $301K in Q1 2024.
362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Prosperity Capital Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.