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

Vance Wealth’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	$207K	Sell	2,429 -224	-8%	-$19.7K	0.06%	113
2025 Q4	$225K	Hold	2,653	–	–	0.07%	110
2025 Q3	$221K	Sell	2,653 -86	-3%	-$7.08K	0.07%	111
2025 Q2	$218K	Hold	2,739	–	–	0.07%	111
2025 Q1	$211K	Buy	2,739 +40	+1%	+$3.22K	0.08%	100
2024 Q4	$216K	Buy	2,699 +46	+2%	+$3.78K	0.08%	93
2024 Q3	$211K	Buy	+2,653	New	+$203K	0.08%	96
2024 Q2	–	Sell	-2,653	Closed	-$202K	–	94
2024 Q1	$202K	Buy	+2,653	New	+$192K	0.08%	89
2023 Q3	–	Sell	-3,257	Closed	-$224K	–	83
2023 Q2	$224K	Hold	3,257	–	–	0.1%	72
2023 Q1	$215K	Hold	3,257	–	–	0.12%	68
2022 Q4	$211K	Buy	+3,257	New	+$209K	0.13%	70

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

Vance Wealth's MDYV Position: Q1 2026 in Review

Vance Wealth reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 8.4% in Q1 2026, selling an estimated $19.7K and leaving 2,429 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #113.

Vance Wealth first reported a position in MDYV in Q4 2022 and has held it in 11 quarters since. The position peaked at $225K in Q4 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Vance Wealth held 2,429 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $207K as of Q1 2026.
Vance Wealth sold 224 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $19.7K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.06% of Vance Wealth's portfolio in Q1 2026, its #113 holding.
Vance Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 11 quarters since.
Vance Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $225K in Q4 2025.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.