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

Spire 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
2025 Q3	–	Sell	-35	Closed	-$2.78K	–	2432
2025 Q2	$2.78K	Buy	+35	New	+$2.65K	﹤0.01%	2105
2024 Q1	–	Sell	-3,404	Closed	-$243K	–	2363
2023 Q4	$243K	Buy	3,404 +3,393	+30,845%	+$224K	0.01%	710
2023 Q3	$717	Buy	+11	New	+$755	﹤0.01%	2311
2023 Q1	–	Sell	-8,366	Closed	-$541K	–	2546
2022 Q4	$541K	Buy	+8,366	New	+$537K	0.03%	352
2022 Q2	–	Sell	-12,319	Closed	-$867K	–	2771
2022 Q1	$867K	Buy	+12,319	New	+$854K	0.02%	420

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

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

AWM

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

Spire Wealth Management's MDYV Position: Q3 2025 in Review

Spire Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 35 shares — an estimated $2.78K sold.

Spire Wealth Management first reported a position in MDYV in Q1 2022 and held it in 5 quarters. The position peaked at $867K in Q1 2022. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

Spire Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 35 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $2.78K.
Spire Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and held it in 5 quarters.
Spire Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $867K in Q1 2022.
362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.