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

Rialto 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 		$918K Buy
10,781
+868
+9% +$76.5K 0.21% 73
2025
Q4 		$839K Sell
9,913
-27
-0.3% -$2.26K 0.2% 77
2025
Q3 		$829K Sell
9,940
-23,489
-70% -$1.93M 0.21% 76
2025
Q2 		$2.66M Sell
33,429
-612
-2% -$46.3K 0.74% 31
2025
Q1 		$2.62M Sell
34,041
-1,055
-3% -$85K 0.82% 29
2024
Q4 		$2.81M Buy
+35,096
New +$2.88M 0.93% 28

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
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

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

Rialto Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 8.8% in Q1 2026, buying an estimated $76.5K and bringing the position to 10,781 shares worth $918K. The position accounts for 0.21% of the portfolio, ranked #73.

Rialto Wealth Management first reported a position in MDYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.81M in Q4 2024. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Rialto Wealth Management held 10,781 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $918K as of Q1 2026.
  • Rialto Wealth Management bought 868 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $76.5K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.21% of Rialto Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Rialto Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.81M 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 Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.