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

WealthShield 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 		$7.51M Buy
88,173
+1,183
+1% +$104K 0.84% 27
2025
Q4 		$7.36M Sell
86,990
-458
-0.5% -$38.3K 0.81% 28
2025
Q3 		$7.29M Sell
87,448
-3,394
-4% -$280K 0.83% 30
2025
Q2 		$7.22M Sell
90,842
-710
-0.8% -$53.8K 0.87% 27
2025
Q1 		$7.05M Buy
91,552
+601
+0.7% +$48.4K 0.91% 27
2024
Q4 		$7.29M Buy
90,951
+20,953
+30% +$1.72M 1.03% 24
2024
Q3 		$5.56M Buy
69,998
+3,505
+5% +$268K 0.75% 32
2024
Q2 		$4.85M Sell
66,493
-278
-0.4% -$20.4K 0.74% 32
2024
Q1 		$5.07M Sell
66,771
-14,358
-18% -$1.04M 0.82% 31
2023
Q4 		$5.95M Buy
81,129
+3,047
+4% +$202K 0.98% 20
2023
Q3 		$5.06M Sell
78,082
-1,539
-2% -$106K 0.76% 32
2023
Q2 		$5.48M Buy
79,621
+1,154
+1% +$75.4K 0.83% 28
2023
Q1 		$5.19M Sell
78,467
-599
-0.8% -$41.1K 0.84% 27
2022
Q4 		$5.12M Sell
79,066
-750
-0.9% -$48.1K 0.98% 22
2022
Q3 		$4.62M Buy
79,816
+175
+0.2% +$11.2K 0.92% 26
2022
Q2 		$4.82M Buy
79,641
+3,988
+5% +$261K 0.95% 25
2022
Q1 		$5.32M Buy
+75,653
New +$5.24M 0.85% 27

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

WealthShield Partners's MDYV Position: Q1 2026 in Review

WealthShield Partners increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.4% in Q1 2026, buying an estimated $104K and bringing the position to 88,173 shares worth $7.51M. The position accounts for 0.84% of the portfolio, ranked #27.

WealthShield Partners first reported a position in MDYV in Q1 2022 and has held it in 17 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • WealthShield Partners held 88,173 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $7.51M as of Q1 2026.
  • WealthShield Partners bought 1,183 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $104K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.84% of WealthShield Partners's portfolio in Q1 2026, its #27 holding.
  • WealthShield Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.