WTFG
MDYV icon

Wood Tarver Financial Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-332
Closed -$26K – 437
2025
Q2 		$26K Hold
332
– – 0.01% 335
2025
Q1 		$25.6K Hold
332
– – 0.01% 329
2024
Q4 		$26K Buy
+332
New +$27.3K 0.01% 322

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wood Tarver Financial Group's MDYV Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 332 shares — an estimated $26K sold.

Wood Tarver Financial Group first reported a position in MDYV in Q4 2024 and held it in 3 quarters. The position peaked at $26K in Q2 2025. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 332 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $26K.
  • Wood Tarver Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $26K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.