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

SWMG LLC’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
-5,339
Closed -$438K – 121
2025
Q2 		$438K Sell
5,339
-297
-5% -$22.5K 0.15% 81
2025
Q1 		$414K Sell
5,636
-864
-13% -$69.6K 0.16% 87
2024
Q4 		$543K Sell
6,500
-340
-5% -$27.9K 0.22% 69
2024
Q3 		$575K Sell
6,840
-2,457
-26% -$188K 0.24% 65
2024
Q2 		$678K Sell
9,297
-5,910
-39% -$434K 0.3% 47
2024
Q1 		$1.16M Buy
15,207
+235
+2% +$17K 0.52% 33
2023
Q4 		$1.1M Sell
14,972
-16,795
-53% -$1.11M 0.52% 32
2023
Q3 		$2.06M Buy
31,767
+1,042
+3% +$71.5K 1.08% 17
2023
Q2 		$2.11M Buy
30,725
+332
+1% +$21.7K 1.11% 17
2023
Q1 		$2.01M Buy
30,393
+7,261
+31% +$498K 1.12% 17
2022
Q4 		$1.5M Buy
+23,132
New +$1.48M 0.91% 22

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

SWMG LLC's MDYV Position: Q3 2025 in Review

SWMG LLC sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 5,339 shares — an estimated $438K sold.

SWMG LLC first reported a position in MDYV in Q4 2022 and held it in 11 quarters. The position peaked at $2.11M in Q2 2023. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • SWMG LLC reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • SWMG LLC sold 5,339 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $438K.
  • SWMG LLC first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 11 quarters.
  • SWMG LLC's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.11M in Q2 2023.
  • 362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on SWMG LLC's 13F filing for Q3 2025, filed 24 Oct 2025.