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Stephens Consulting’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Stephens Consulting’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
Q4 		$12.2K Buy
145
+1
+0.7% +$84 ﹤0.01% 228
2025
Q3 		$12K Sell
144
-8
-5% -$659 ﹤0.01% 216
2025
Q2 		$12.1K Buy
152
+1
+0.7% +$76 ﹤0.01% 312
2025
Q1 		$11.7K Hold
151
– – ﹤0.01% 311
2024
Q4 		$12.1K Buy
151
+1
+0.7% +$82 ﹤0.01% 331
2024
Q3 		$11.9K Buy
150
+1
+0.7% +$76 ﹤0.01% 318
2024
Q2 		$10.9K Hold
149
– – ﹤0.01% 327
2024
Q1 		$11.3K Buy
149
+1
+0.7% +$72 ﹤0.01% 302
2023
Q4 		$10.9K Buy
148
+1
+0.7% +$66 ﹤0.01% 306
2023
Q3 		$9.56K Hold
147
– – ﹤0.01% 315
2023
Q2 		$10.1K Sell
147
-28
-16% -$1.83K ﹤0.01% 308
2023
Q1 		$11.6K Buy
+175
New +$12K 0.01% 300

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Stephens Consulting's MDYV Position: Q4 2025 in Review

Stephens Consulting increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.69% in Q4 2025, buying an estimated $84 and bringing the position to 145 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Stephens Consulting first reported a position in MDYV in Q1 2023 and has held it in 12 quarters since. 381 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

  • Stephens Consulting held 145 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $12.2K as of Q4 2025.
  • Stephens Consulting bought 1 State Street SPDR S&P 400 Mid Cap Value ETF share in Q4 2025, an estimated $84.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #228 holding.
  • Stephens Consulting first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
  • 381 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.