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Ross\Johnson & Associates’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Ross\Johnson & Associates’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
Q2 		– Sell
-260
Closed -$20K – 293
2025
Q1 		$20K Buy
+260
New +$20.9K 0.34% 35

Other funds holding MDYV

Wealth Enhancement Advisory Services
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NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ross\Johnson & Associates's MDYV Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 260 shares — an estimated $20K sold.

Ross\Johnson & Associates first reported a position in MDYV in Q1 2025 and held it in 1 quarter. The position peaked at $20K in Q1 2025. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 260 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $20K.
  • Ross\Johnson & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $20K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.