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Strategic Financial Concepts’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Strategic Financial Concepts’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
-6,105
Closed -$485K – 302
2025
Q2 		$485K Sell
6,105
-68
-1% -$5.15K 0.07% 149
2025
Q1 		$476K Buy
6,173
+180
+3% +$14.5K 0.09% 189
2024
Q4 		$481K Buy
5,993
+74
+1% +$6.08K 0.09% 181
2024
Q3 		$470K Sell
5,919
-463,752
-99% -$35.4M 0.15% 129
2024
Q2 		$11.8K Buy
469,671
+463,707
+7,775% +$34M 0.01% 393
2024
Q1 		$453K Buy
+5,964
New +$432K 0.11% 176
2023
Q4 		– Sell
-5,691
Closed -$369K – 215
2023
Q3 		$369K Buy
5,691
+1,758
+45% +$121K 0.12% 158
2023
Q2 		$271K Buy
3,933
+139
+4% +$9.08K 0.1% 183
2023
Q1 		$251K Buy
+3,794
New +$260K 0.1% 181

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

Strategic Financial Concepts's MDYV Position: Q3 2025 in Review

Strategic Financial Concepts sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 6,105 shares — an estimated $485K sold.

Strategic Financial Concepts first reported a position in MDYV in Q1 2023 and held it in 9 quarters. The position peaked at $485K in Q2 2025. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • Strategic Financial Concepts reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 6,105 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $485K.
  • Strategic Financial Concepts first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 9 quarters.
  • Strategic Financial Concepts's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $485K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.