Western Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$236K Sell
2,771
-14
-0.5% -$1.23K 0.01% 871
2025
Q4
$236K Buy
2,785
+124
+5% +$10.4K 0.01% 746
2025
Q3
$222K Buy
2,661
+6
+0.2% +$494 0.01% 700
2025
Q2
$211K Sell
2,655
-1,974
-43% -$149K 0.01% 682
2025
Q1
$357K Buy
4,629
+1,964
+74% +$158K 0.02% 477
2024
Q4
$214K Buy
+2,665
New +$219K 0.01% 625
2022
Q3
Sell
-5,857
Closed -$354K 833
2022
Q2
$354K Sell
5,857
-5,454
-48% -$357K 0.02% 562
2022
Q1
$796K Buy
+11,311
New +$784K 0.04% 394

Other funds holding MDYV

Western Wealth Management's MDYV Position: Q1 2026 in Review

Western Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.5% in Q1 2026, selling an estimated $1.23K and leaving 2,771 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #871.

Western Wealth Management first reported a position in MDYV in Q1 2022 and has held it in 8 quarters since. The position peaked at $796K in Q1 2022. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Western Wealth Management held 2,771 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $236K as of Q1 2026.
  • Western Wealth Management sold 14 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $1.23K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #871 holding.
  • Western Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 8 quarters since.
  • Western Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $796K in Q1 2022.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.