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 Q3	$113M	Buy	1,258,328 +13,164	+1%	+$1.24M	0.17%	102
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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's MDYV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.1% in Q3 2026, buying an estimated $1.24M and bringing the position to 1,258,328 shares worth $113M. The position accounts for 0.17% of the portfolio, ranked #102.

Wealth Enhancement Advisory Services first reported a position in MDYV in Q1 2023 and has held it in 15 quarters since. The position peaked at $549M in Q4 2024. 224 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Wealth Enhancement Advisory Services held 1,258,328 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $113M as of Q3 2026.
Wealth Enhancement Advisory Services bought 13,164 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $1.24M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.17% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #102 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 15 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $549M in Q4 2024.
224 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.