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

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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. 71 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.
  • 71 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.