Tower View Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Tower View Wealth Management’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	$84.1K	Buy	988 +4	+0.4%	+$353	0.04%	80
2025 Q4	$83.3K	Buy	984 +5	+0.5%	+$419	0.04%	76
2025 Q3	$81.7K	Buy	979 +4	+0.4%	+$329	0.04%	75
2025 Q2	$77.4K	Buy	975 +5	+0.5%	+$379	0.04%	87
2025 Q1	$74.7K	Buy	970 +819	+542%	+$66K	0.04%	68
2024 Q4	$12.1K	Buy	151 +1	+0.7%	+$82	0.01%	121
2024 Q3	$11.9K	Buy	150 +1	+0.7%	+$76	0.01%	131
2024 Q2	$10.9K	Buy	149 +1	+0.7%	+$73	0.01%	130
2024 Q1	$11.3K	Hold	148	–	–	0.01%	130
2023 Q4	$11K	Buy	148 +1	+0.7%	+$66	0.01%	122
2023 Q3	$10K	Hold	147	–	–	0.01%	116
2023 Q2	$10K	Hold	147	–	–	0.01%	119
2023 Q1	$10K	Hold	147	–	–	0.01%	114
2022 Q4	$10K	Hold	147	–	–	0.01%	118
2022 Q3	$8K	Hold	147	–	–	0.01%	124
2022 Q2	$9K	Buy	+147	New	+$9.63K	0.01%	120

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Tower View Wealth Management's MDYV Position: Q1 2026 in Review

Tower View Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.41% in Q1 2026, buying an estimated $353 and bringing the position to 988 shares worth $84.1K. The position accounts for 0.04% of the portfolio, ranked #80.

Tower View Wealth Management first reported a position in MDYV in Q2 2022 and has held it in 16 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Tower View Wealth Management held 988 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $84.1K as of Q1 2026.
Tower View Wealth Management bought 4 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $353.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Tower View Wealth Management's portfolio in Q1 2026, its #80 holding.
Tower View Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.