Wallace Advisory Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Wallace Advisory Group’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	$283K	Sell	3,318 -104	-3%	-$9.17K	0.3%	86
2025 Q4	$290K	Sell	3,422 -589	-15%	-$49.3K	0.3%	91
2025 Q3	$319K	Sell	4,011 -231	-5%	-$19K	0.26%	117
2025 Q2	$327K	Sell	4,242 -155	-4%	-$11.7K	0.24%	124
2025 Q1	$353K	Sell	4,397 -138	-3%	-$11.1K	0.24%	122
2024 Q4	$360K	Sell	4,535 -211	-4%	-$17.3K	0.25%	110
2024 Q3	$346K	Hold	4,746	–	–	0.25%	105
2024 Q2	$346K	Sell	4,746 -3,444	-42%	-$253K	0.25%	105
2024 Q1	$601K	Sell	8,190 -473	-5%	-$34.3K	0.45%	55
2023 Q4	$562K	Sell	8,663 -26	-0.3%	-$1.72K	0.44%	51
2023 Q3	$598K	Sell	8,689 -59	-0.7%	-$4.05K	0.43%	48
2023 Q2	$578K	Hold	8,748	–	–	0.44%	53
2023 Q1	$578K	Sell	8,748 -9	-0.1%	-$618	0.44%	53
2022 Q4	$567K	Buy	+8,757	New	+$562K	0.45%	51

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

Wallace Advisory Group's MDYV Position: Q1 2026 in Review

Wallace Advisory Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3% in Q1 2026, selling an estimated $9.17K and leaving 3,318 shares worth $283K. The position accounts for 0.3% of the portfolio, ranked #86.

Wallace Advisory Group first reported a position in MDYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $601K in Q1 2024. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Wallace Advisory Group held 3,318 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $283K as of Q1 2026.
Wallace Advisory Group sold 104 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $9.17K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.3% of Wallace Advisory Group's portfolio in Q1 2026, its #86 holding.
Wallace Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $601K in Q1 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 Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.