WP
MDYV icon

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

WealthPLAN Partners’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
Q1 		– Sell
-4,899
Closed -$415K – 249
2025
Q4 		$415K Sell
4,899
-1,009
-17% -$84.5K 0.06% 203
2025
Q3 		$493K Buy
5,908
+146
+3% +$12K 0.07% 174
2025
Q2 		$458K Hold
5,762
– – 0.07% 172
2025
Q1 		$444K Sell
5,762
-1,198
-17% -$96.5K 0.06% 173
2024
Q4 		$558K Hold
6,960
– – 0.08% 162
2024
Q3 		$553K Sell
6,960
-1,770
-20% -$135K 0.07% 171
2024
Q2 		$637K Buy
8,730
+3,831
+78% +$281K 0.07% 180
2024
Q1 		$372K Buy
4,899
+2,139
+78% +$155K 0.04% 232
2023
Q4 		$203K Buy
+2,760
New +$183K 0.02% 307
2023
Q3 		– Sell
-2,700
Closed -$186K – 794
2023
Q2 		$186K Buy
2,700
+54
+2% +$3.53K 0.03% 302
2023
Q1 		$175K Buy
+2,646
New +$182K 0.02% 329

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

WealthPLAN Partners's MDYV Position: Q1 2026 in Review

WealthPLAN Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 4,899 shares — an estimated $415K sold.

WealthPLAN Partners first reported a position in MDYV in Q1 2023 and held it in 11 quarters. The position peaked at $637K in Q2 2024. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • WealthPLAN Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 4,899 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $415K.
  • WealthPLAN Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 11 quarters.
  • WealthPLAN Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $637K in Q2 2024.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.