Retirement Planning Group (Kansas)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Retirement Planning Group (Kansas)’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	$273K	Hold	3,204	–	–	0.01%	417
2025 Q4	$271K	Hold	3,204	–	–	0.01%	354
2025 Q3	$267K	Hold	3,204	–	–	0.01%	343
2025 Q2	$255K	Sell	3,204 -39	-1%	-$2.95K	0.01%	279
2025 Q1	$250K	Sell	3,243 -1,011	-24%	-$81.4K	0.01%	264
2024 Q4	$341K	Buy	4,254 +1,010	+31%	+$83K	0.02%	223
2024 Q3	$258K	Sell	3,244 -1,010	-24%	-$77.2K	0.01%	242
2024 Q2	$310K	Buy	4,254 +996	+31%	+$73.1K	0.02%	193
2024 Q1	$248K	Sell	3,258 -77	-2%	-$5.58K	0.02%	196
2023 Q4	$245K	Buy	+3,335	New	+$221K	0.02%	165

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 $4.02B AUM 20% 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 $1.92B AUM 26.86% 1-Year Est. Return

Retirement Planning Group (Kansas)'s MDYV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 3,204 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #417.

Retirement Planning Group (Kansas) first reported a position in MDYV in Q4 2023 and has held it in 10 quarters since. The position peaked at $341K in Q4 2024. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Retirement Planning Group (Kansas) held 3,204 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $273K as of Q1 2026.
Retirement Planning Group (Kansas) 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 Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #417 holding.
Retirement Planning Group (Kansas) 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.
Retirement Planning Group (Kansas)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $341K in Q4 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 Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.