Waller Financial Planning Group
MDYV icon

Waller Financial Planning Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Waller Financial Planning 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
Q3 		$2.18M Hold
24,656
– – 0.44% 23
2026
Q2 		$2.34M Sell
24,656
-1,695
-6% -$154K 0.48% 25
2026
Q1 		$2.24M Sell
26,351
-5,382
-17% -$475K 0.5% 24
2025
Q4 		$2.69M Sell
31,733
-31,913
-50% -$2.67M 0.6% 24
2025
Q3 		$5.31M Buy
63,646
+1,111
+2% +$91.5K 1.22% 20
2025
Q2 		$4.97M Buy
62,535
+9,923
+19% +$751K 1.2% 19
2025
Q1 		$4.05M Sell
52,612
-18,115
-26% -$1.46M 1.14% 20
2024
Q4 		$5.67M Buy
70,727
+1,857
+3% +$153K 1.43% 17
2024
Q3 		$5.47M Buy
68,870
+3,477
+5% +$266K 1.36% 19
2024
Q2 		$4.77M Buy
65,393
+1,909
+3% +$140K 1.28% 20
2024
Q1 		$4.82M Buy
63,484
+1,004
+2% +$72.7K 1.29% 20
2023
Q4 		$4.58M Sell
62,480
-59
-0.1% -$3.9K 1.21% 20
2023
Q3 		$4.06M Sell
62,539
-819
-1% -$56.2K 1.18% 20
2023
Q2 		$4.36M Buy
63,358
+2,100
+3% +$137K 1.2% 21
2023
Q1 		$4.05M Sell
61,258
-20,483
-25% -$1.41M 1.15% 21
2022
Q4 		$5.29M Sell
81,741
-832
-1% -$53.4K 1.53% 19
2022
Q3 		$4.77M Buy
82,573
+407
+0.5% +$26K 1.46% 19
2022
Q2 		$4.97M Sell
82,166
-2,161
-3% -$142K 1.45% 19
2022
Q1 		$5.94M Buy
84,327
+136
+0.2% +$9.42K 1.57% 17
2021
Q4 		$5.99M Sell
84,191
-1,162
-1% -$81.3K 1.5% 19
2021
Q3 		$5.65M Buy
85,353
+694
+0.8% +$46.8K 1.5% 19
2021
Q2 		$5.72M Sell
84,659
-650
-0.8% -$44.6K 1.53% 18
2021
Q1 		$5.58M Sell
85,309
-12,327
-13% -$756K 1.6% 17
2020
Q4 		$5.42M Sell
97,636
-9,663
-9% -$488K 1.69% 18
2020
Q3 		$4.66M Sell
107,299
-695
-0.6% -$30.8K 1.71% 20
2020
Q2 		$4.6M Sell
107,994
-45,018
-29% -$1.81M 1.79% 18
2020
Q1 		$5.4M Buy
153,012
+31,874
+26% +$1.54M 2.81% 12
2019
Q4 		$6.64M Buy
121,138
+566
+0.5% +$29.9K 3.33% 11
2019
Q3 		$6.32M Buy
120,572
+5,068
+4% +$256K 3.35% 11
2019
Q2 		$5.87M Buy
115,504
+3,634
+3% +$185K 3.26% 12
2019
Q1 		$5.9M Buy
111,870
+3,470
+3% +$172K 3.41% 11
2018
Q4 		$4.81M Buy
+108,400
New +$5.32M 3.32% 11

Other funds holding MDYV

NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Lutz Financial Services
Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pacific Life Fund Advisors
Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Waller Financial Planning Group's MDYV Position: Q3 2026 in Review

Waller Financial Planning Group held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q3 2026 at 24,656 shares worth $2.18M. The position accounts for 0.44% of the portfolio, ranked #23.

Waller Financial Planning Group first reported a position in MDYV in Q4 2018 and has held it in 32 quarters since. The position peaked at $6.64M in Q4 2019. 347 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

  • Waller Financial Planning Group held 24,656 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.18M as of Q3 2026.
  • Waller Financial Planning Group left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.44% of Waller Financial Planning Group's portfolio in Q3 2026, its #23 holding.
  • Waller Financial Planning Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 32 quarters since.
  • Waller Financial Planning Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6.64M in Q4 2019.
  • 347 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Waller Financial Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.