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

Vise Technologies’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 		$754K Hold
8,910
– – 0.01% 685
2025
Q4 		$754K Buy
+8,910
New +$746K 0.01% 690
2024
Q4 		$2.24M Buy
27,927
+23,994
+610% +$1.97M 0.19% 118
2024
Q3 		$313K Buy
3,933
+907
+30% +$69.3K 0.04% 432
2024
Q2 		$221K Buy
+3,026
New +$222K 0.04% 385

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
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

Vise Technologies's MDYV Position: Q1 2026 in Review

Vise Technologies held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 8,910 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #685.

Vise Technologies first reported a position in MDYV in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.24M in Q4 2024. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Vise Technologies held 8,910 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $754K as of Q1 2026.
  • Vise Technologies left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #685 holding.
  • Vise Technologies first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2024 and has held it in 5 quarters since.
  • Vise Technologies's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.24M in Q4 2024.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.