Tucker Asset Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Tucker Asset 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
2025 Q4	$89.6K	Buy	1,058 +652	+161%	+$54.6K	0.03%	211
2025 Q3	$33.9K	Hold	406	–	–	0.01%	202
2025 Q2	$32.2K	Hold	406	–	–	0.01%	181
2025 Q1	$31.3K	Hold	406	–	–	0.01%	184
2024 Q4	$32.6K	Hold	406	–	–	﹤0.01%	445
2024 Q3	$32.3K	Hold	406	–	–	0.01%	415
2024 Q2	$29.6K	Buy	406 +185	+84%	+$13.6K	0.01%	509
2024 Q1	$16.8K	Buy	+221	New	+$16K	﹤0.01%	719
2023 Q4	–	Sell	-46	Closed	-$2.98K	–	1520
2023 Q3	$2.98K	Buy	+46	New	+$3.16K	﹤0.01%	950

Other funds holding MDYV

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Tucker Asset Management's MDYV Position: Q4 2025 in Review

Tucker Asset Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 161% in Q4 2025, buying an estimated $54.6K and bringing the position to 1,058 shares worth $89.6K. The position accounts for 0.03% of the portfolio, ranked #211.

Tucker Asset Management first reported a position in MDYV in Q3 2023 and has held it in 9 quarters since. 381 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

Tucker Asset Management held 1,058 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $89.6K as of Q4 2025.
Tucker Asset Management bought 652 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2025, an estimated $54.6K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #211 holding.
Tucker Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2023 and has held it in 9 quarters since.
381 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.