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

Stratos Wealth Partners’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
Q1 		– Sell
-55,228
Closed -$4.43M – 1461
2024
Q4 		$4.43M Buy
55,228
+44,262
+404% +$3.64M 0.06% 303
2024
Q3 		$871K Sell
10,966
-4,877
-31% -$373K 0.01% 738
2024
Q2 		$1.16M Sell
15,843
-245
-2% -$18K 0.02% 595
2024
Q1 		$1.22M Buy
16,088
+12,653
+368% +$916K 0.02% 580
2023
Q4 		$252K Buy
3,435
+257
+8% +$17K ﹤0.01% 1167
2023
Q3 		$206K Sell
3,178
-4,264
-57% -$293K ﹤0.01% 1163
2023
Q2 		$512K Sell
7,442
-28
-0.4% -$1.83K 0.01% 757
2023
Q1 		$494K Sell
7,470
-4,416
-37% -$303K 0.01% 705
2022
Q4 		$769K Buy
11,886
+2,185
+23% +$140K 0.02% 579
2022
Q3 		$561K Sell
9,701
-525
-5% -$33.5K 0.02% 651
2022
Q2 		$619K Sell
10,226
-2,046
-17% -$134K 0.02% 653
2022
Q1 		$864K Sell
12,272
-128
-1% -$8.87K 0.02% 607
2021
Q4 		$882K Buy
12,400
+5,951
+92% +$416K 0.02% 591
2021
Q3 		$427K Buy
6,449
+1,926
+43% +$130K 0.01% 809
2021
Q2 		$305K Buy
+4,523
New +$310K 0.01% 961
2018
Q4 		– Sell
-626
Closed -$34K – 1809
2018
Q3 		$34K Buy
+626
New +$33.6K ﹤0.01% 1635
2018
Q2 		– Sell
-5,106
Closed -$254K – 1922
2018
Q1 		$254K Buy
5,106
+4,480
+716% +$228K 0.01% 803
2017
Q4 		$32K Buy
+626
New +$31.6K ﹤0.01% 1730
2016
Q4 		– Sell
-6,276
Closed -$271K – 750
2016
Q3 		$271K Buy
+6,276
New +$269K 0.02% 520

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stratos Wealth Partners's MDYV Position: Q1 2025 in Review

Stratos Wealth Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 55,228 shares — an estimated $4.43M sold.

Stratos Wealth Partners first reported a position in MDYV in Q3 2016 and held it in 19 quarters. The position peaked at $4.43M in Q4 2024. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

  • Stratos Wealth Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 55,228 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $4.43M.
  • Stratos Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2016 and held it in 19 quarters.
  • Stratos Wealth Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.43M in Q4 2024.
  • 372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.