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

Quadcap 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	$258K	Sell	3,031 -425	-12%	-$37.5K	0.03%	332
2025 Q4	$293K	Hold	3,456	–	–	0.03%	318
2025 Q3	$288K	Hold	3,456	–	–	0.03%	326
2025 Q2	$275K	Hold	3,456	–	–	0.03%	331
2025 Q1	$266K	Hold	3,456	–	–	0.04%	319
2024 Q4	$277K	Hold	3,456	–	–	0.04%	316
2024 Q3	$275K	Hold	3,456	–	–	0.04%	319
2024 Q2	$252K	Sell	3,456 -204	-6%	-$15K	0.05%	332
2024 Q1	$278K	Sell	3,660 -1,651	-31%	-$120K	0.06%	278
2023 Q4	$390K	Buy	+5,311	New	+$351K	0.1%	234

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

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

Quadcap Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 12% in Q1 2026, selling an estimated $37.5K and leaving 3,031 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #332.

Quadcap Wealth Management first reported a position in MDYV in Q4 2023 and has held it in 10 quarters since. The position peaked at $390K in Q4 2023. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Quadcap Wealth Management held 3,031 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $258K as of Q1 2026.
Quadcap Wealth Management sold 425 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $37.5K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q1 2026, its #332 holding.
Quadcap Wealth Management 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.
Quadcap Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $390K in Q4 2023.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.