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

PSI 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 Q1	–	Sell	-588	Closed	-$47.1K	–	864
2024 Q4	$47.1K	Buy	588 +2	+0.3%	+$164	0.01%	286
2024 Q3	$46.5K	Buy	586 +2	+0.3%	+$153	0.01%	284
2024 Q2	$42.5K	Buy	584 +153	+35%	+$11.2K	0.01%	277
2024 Q1	$32.7K	Buy	431 +1	+0.2%	+$72	0.01%	320
2023 Q4	$31.5K	Buy	430 +3	+0.7%	+$198	0.01%	332
2023 Q3	$27.7K	Buy	427 +2	+0.5%	+$137	0.01%	334
2023 Q2	$29.3K	Buy	425 +2	+0.5%	+$131	0.01%	324
2023 Q1	$28K	Buy	423 +81	+24%	+$5.56K	0.01%	291
2022 Q4	$22.1K	Buy	+342	New	+$22K	0.01%	307

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

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

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

AWM

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

PSI Advisors's MDYV Position: Q1 2025 in Review

PSI Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 588 shares — an estimated $47.1K sold.

PSI Advisors first reported a position in MDYV in Q4 2022 and held it in 9 quarters. The position peaked at $47.1K in Q4 2024. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

PSI Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 588 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $47.1K.
PSI Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 9 quarters.
PSI Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $47.1K in Q4 2024.
372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.