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

Wambolt & Associates’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
Q2 		$838K Sell
10,359
-168
-2% -$12.7K 0.28% 90
2025
Q1 		$813K Sell
10,527
-328
-3% -$26.4K 0.28% 92
2024
Q4 		$871K Sell
10,855
-747
-6% -$61.4K 0.28% 92
2024
Q3 		$913K Sell
11,602
-1,092
-9% -$83.4K 0.25% 94
2024
Q2 		$918K Sell
12,694
-1,120
-8% -$82.2K 0.27% 91
2024
Q1 		$1.04M Sell
13,814
-6,172
-31% -$447K 0.31% 92
2023
Q4 		$1.47M Sell
19,986
-5,057
-20% -$334K 0.48% 68
2023
Q3 		$1.6M Sell
25,043
-1,548
-6% -$106K 0.58% 52
2023
Q2 		$1.83M Buy
26,591
+200
+0.8% +$13.1K 0.65% 41
2023
Q1 		$1.74M Sell
26,391
-369
-1% -$25.3K 0.62% 46
2022
Q4 		$1.73M Buy
26,760
+287
+1% +$18.4K 0.67% 39
2022
Q3 		$1.53M Sell
26,473
-81
-0.3% -$5.17K 0.65% 44
2022
Q2 		$1.61M Buy
26,554
+312
+1% +$20.4K 0.65% 47
2022
Q1 		$1.85M Sell
26,242
-297
-1% -$20.6K 0.68% 48
2021
Q4 		$1.89M Sell
26,539
-511
-2% -$35.7K 0.68% 43
2021
Q3 		$1.83M Buy
27,050
+395
+1% +$26.6K 0.73% 39
2021
Q2 		$1.82M Buy
26,655
+367
+1% +$25.2K 0.77% 34
2021
Q1 		$1.74M Buy
26,288
+61
+0.2% +$3.74K 0.91% 22
2020
Q4 		$1.46M Sell
26,227
-915
-3% -$46.2K 0.87% 31
2020
Q3 		$1.18M Sell
27,142
-2,438
-8% -$108K 0.88% 27
2020
Q2 		$1.26M Sell
29,580
-498
-2% -$20.1K 0.99% 23
2020
Q1 		$1.06M Sell
30,078
-168
-0.6% -$8.1K 1.1% 22
2019
Q4 		$1.66M Buy
30,246
+828
+3% +$43.7K 1.26% 21
2019
Q3 		$1.51M Sell
29,418
-162
-0.5% -$8.18K 1.25% 23
2019
Q2 		$1.52M Buy
29,580
+1,624
+6% +$82.8K 1.29% 20
2019
Q1 		$1.44M Buy
27,956
+2,418
+9% +$120K 1.31% 21
2018
Q4 		$1.13M Buy
+25,538
New +$1.25M 1.25% 24

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wambolt & Associates's MDYV Position: Q2 2025 in Review

Wambolt & Associates reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.6% in Q2 2025, selling an estimated $12.7K and leaving 10,359 shares worth $838K. The position accounts for 0.28% of the portfolio, ranked #90.

Wambolt & Associates first reported a position in MDYV in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.89M in Q4 2021. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Wambolt & Associates held 10,359 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $838K as of Q2 2025.
  • Wambolt & Associates sold 168 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $12.7K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.28% of Wambolt & Associates's portfolio in Q2 2025, its #90 holding.
  • Wambolt & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.89M in Q4 2021.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.