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

Western Wealth Management’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	$208K	Sell	2,197 -574	-21%	-$52.2K	0.01%	956
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%	711
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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Western Wealth Management's MDYV Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 21% in Q2 2026, selling an estimated $52.2K and leaving 2,197 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #956.

Western Wealth Management first reported a position in MDYV in Q1 2022 and has held it in 9 quarters since. The position peaked at $796K in Q1 2022. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Western Wealth Management held 2,197 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $208K as of Q2 2026.
Western Wealth Management sold 574 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $52.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #956 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 9 quarters since.
Western Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $796K in Q1 2022.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.