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

Provident Wealth Management’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	$85	Hold	1	–	–	﹤0.01%	132
2025 Q4	$85	Hold	1	–	–	﹤0.01%	136
2025 Q3	$83	Hold	1	–	–	﹤0.01%	137
2025 Q2	$79	Hold	1	–	–	﹤0.01%	136
2025 Q1	$77	Hold	1	–	–	﹤0.01%	134
2024 Q4	$80	Hold	1	–	–	﹤0.01%	124
2024 Q3	$79	Hold	1	–	–	﹤0.01%	124
2024 Q2	$73	Hold	1	–	–	﹤0.01%	118
2024 Q1	$76	Hold	1	–	–	﹤0.01%	109
2023 Q4	$73	Hold	1	–	–	﹤0.01%	87
2023 Q3	$65	Hold	1	–	–	﹤0.01%	83
2023 Q2	$69	Hold	1	–	–	﹤0.01%	90
2023 Q1	$66	Hold	1	–	–	﹤0.01%	96
2022 Q4	$65	Hold	1	–	–	﹤0.01%	90
2022 Q3	$0	Hold	1	–	–	﹤0.01%	93
2022 Q2	$0	Hold	1	–	–	﹤0.01%	102
2022 Q1	$0	Hold	1	–	–	﹤0.01%	102
2021 Q4	$0	Sell	1 -2	-67%	-$140	﹤0.01%	84
2021 Q3	$0	Sell	3 -4	-57%	-$269	﹤0.01%	76
2021 Q2	$0	Sell	7 -1	-13%	-$69	﹤0.01%	77
2021 Q1	$1K	Sell	8 -15	-65%	-$920	﹤0.01%	65
2020 Q4	$1K	Buy	23 +2	+10%	+$101	﹤0.01%	62
2020 Q3	$1K	Sell	21 -38	-64%	-$1.68K	﹤0.01%	268
2020 Q2	$3K	Sell	59 -27,772	-100%	-$1.12M	﹤0.01%	68
2020 Q1	$981K	Sell	27,831 -595	-2%	-$28.7K	1.2%	27
2019 Q4	$1.56M	Buy	+28,426	New	+$1.5M	1.39%	19

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

Provident Wealth Management's MDYV Position: Q1 2026 in Review

Provident Wealth Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 1 share worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #132.

Provident Wealth Management first reported a position in MDYV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.56M in Q4 2019. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Provident Wealth Management held 1 share of State Street SPDR S&P 400 Mid Cap Value ETF worth $85 as of Q1 2026.
Provident Wealth Management left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q1 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Provident Wealth Management's portfolio in Q1 2026, its #132 holding.
Provident Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
Provident Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.56M in Q4 2019.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.