Wealth Enhancement Advisory Services
MDYV icon

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

Wealth Enhancement Advisory Services’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
Q2 		$117M Sell
1,245,164
-40,551
-3% -$3.69M 0.2% 96
2026
Q1 		$110M Sell
1,285,715
-778,974
-38% -$68.7M 0.22% 84
2025
Q4 		$181M Sell
2,064,689
-78,733
-4% -$6.59M 0.25% 72
2025
Q3 		$179M Sell
2,143,422
-129,420
-6% -$10.7M 0.27% 67
2025
Q2 		$187M Sell
2,272,842
-246,815
-10% -$18.7M 0.31% 59
2025
Q1 		$194M Sell
2,519,657
-4,326,484
-63% -$348M 0.37% 47
2024
Q4 		$549M Buy
6,846,141
+488,555
+8% +$40.1M 1.05% 13
2024
Q3 		$505M Buy
6,357,586
+450,824
+8% +$34.4M 1.09% 15
2024
Q2 		$431M Buy
5,906,762
+669,534
+13% +$49.1M 1.02% 16
2024
Q1 		$398M Buy
5,237,228
+721,830
+16% +$52.3M 1.03% 16
2023
Q4 		$331M Buy
4,515,398
+520,489
+13% +$34.4M 0.96% 14
2023
Q3 		$259M Buy
3,994,909
+831,512
+26% +$57.1M 0.85% 16
2023
Q2 		$218M Buy
3,163,397
+1,212,770
+62% +$79.3M 2.35% 10
2023
Q1 		$129M Buy
+1,950,627
New +$134M 1.5% 17

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wealth Enhancement Advisory Services's MDYV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.2% in Q2 2026, selling an estimated $3.69M and leaving 1,245,164 shares worth $117M. The position accounts for 0.2% of the portfolio, ranked #96.

Wealth Enhancement Advisory Services first reported a position in MDYV in Q1 2023 and has held it in 14 quarters since. The position peaked at $549M in Q4 2024. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,245,164 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $117M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 40,551 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $3.69M.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #96 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $549M in Q4 2024.
  • 384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.