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

Stratos Wealth Advisors’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 		$1.44M Sell
16,962
-690
-4% -$60.8K 0.09% 222
2025
Q4 		$1.49M Sell
17,652
-774
-4% -$64.8K 0.07% 256
2025
Q3 		$1.54M Sell
18,426
-64
-0.3% -$5.27K 0.07% 264
2025
Q2 		$1.47M Buy
18,490
+229
+1% +$17.3K 0.08% 261
2025
Q1 		$1.41M Sell
18,261
-617
-3% -$49.7K 0.08% 253
2024
Q4 		$1.51M Sell
18,878
-400
-2% -$32.9K 0.07% 259
2024
Q3 		$1.53M Sell
19,278
-568
-3% -$43.4K 0.07% 289
2024
Q2 		$1.45M Sell
19,846
-8,351
-30% -$613K 0.07% 263
2024
Q1 		$2.14M Sell
28,197
-1,001
-3% -$72.5K 0.13% 187
2023
Q4 		$2.14M Sell
29,198
-1,435
-5% -$94.9K 0.12% 211
2023
Q3 		$1.99M Sell
30,633
-98
-0.3% -$6.72K 0.13% 198
2023
Q2 		$2.11M Sell
30,731
-75
-0.2% -$4.9K 0.15% 186
2023
Q1 		$2.04M Sell
30,806
-1,385
-4% -$95.1K 0.16% 183
2022
Q4 		$2.08M Sell
32,191
-362
-1% -$23.2K 0.17% 168
2022
Q3 		$1.88M Sell
32,553
-2
-0% -$128 0.2% 145
2022
Q2 		$1.97M Sell
32,555
-159
-0.5% -$10.4K 0.18% 150
2022
Q1 		$2.3M Sell
32,714
-14,405
-31% -$998K 0.19% 146
2021
Q4 		$3.35M Buy
47,119
+3,600
+8% +$252K 0.24% 119
2021
Q3 		$2.88M Buy
43,519
+223
+0.5% +$15K 0.25% 112
2021
Q2 		$2.92M Buy
43,296
+1,397
+3% +$95.8K 0.26% 104
2021
Q1 		$2.74M Sell
41,899
-4,754
-10% -$292K 0.29% 96
2020
Q4 		$2.59M Buy
46,653
+4,445
+11% +$224K 0.36% 71
2020
Q3 		$1.83M Buy
42,208
+7,628
+22% +$338K 0.45% 59
2020
Q2 		$1.47M Buy
34,580
+5,001
+17% +$201K 0.45% 62
2020
Q1 		$1.04M Sell
29,579
-54,944
-65% -$2.65M 0.74% 30
2019
Q4 		$4.63M Buy
84,523
+3,610
+4% +$190K 2.63% 6
2019
Q3 		$4.15M Sell
80,913
-16,419
-17% -$829K 1.59% 12
2019
Q2 		$5M Buy
97,332
+65,406
+205% +$3.33M 1.99% 9
2019
Q1 		$1.61M Buy
31,926
+11,339
+55% +$563K 0.87% 26
2018
Q4 		$913K Buy
+20,587
New +$1.01M 0.61% 47

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

Stratos Wealth Advisors's MDYV Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.9% in Q1 2026, selling an estimated $60.8K and leaving 16,962 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #222.

Stratos Wealth Advisors first reported a position in MDYV in Q4 2018 and has held it in 30 quarters since. The position peaked at $5M in Q2 2019. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Stratos Wealth Advisors held 16,962 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.44M as of Q1 2026.
  • Stratos Wealth Advisors sold 690 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $60.8K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.09% of Stratos Wealth Advisors's portfolio in Q1 2026, its #222 holding.
  • Stratos Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5M in Q2 2019.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.