MDYV β€” SPDR S&P 400 MID CAP VALUE ETF

Ownership history in Future Financial Wealth Managment LLC  Β·  8 quarters on record

AI Ownership Summary

Future Financial Wealth Managment LLC reported SPDR S&P 400 MID CAP VALUE ETF (MDYV) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows MDYV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDYV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Future Financial Wealth Managment LLC's position in SPDR S&P 400 MID CAP VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MDYV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Future Financial Wealth Managment LLC held MDYV β€” position size vs. price
% of Fund (quarterly)    MDYV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 210 β€” 0% 0.01% $18K 2025-10-15 $82.46
2025 Q2 UNCHANGED 210 β€” 0% 0.01% $17K 2025-07-21 $79.97
2025 Q1 UNCHANGED 210 β€” 0% 0.01% $16K 2025-04-09 $71.22
2024 Q4 UNCHANGED 210 β€” 0% 0.01% $17K 2025-01-13 $78.42
2024 Q3 UNCHANGED 210 β€” 0% 0.01% $17K 2024-10-08 $76.37
2024 Q1 UNCHANGED 210 β€” 0% 0.01% $16K 2024-04-15 $68.56
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Future Financial Wealth Managment LLC and MDYV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Future Financial Wealth Managment LLC reported owning MDYV?

Future Financial Wealth Managment LLC reported MDYV across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported MDYV position in Future Financial Wealth Managment LLC's portfolio?

The largest reported portfolio weight for MDYV was 0.01% in 2024 Q4.

What is the latest reported MDYV position on this page?

The most recent filing on this page is 2025 Q3, when Future Financial Wealth Managment LLC reported 210 shares, equal to 0.01% of portfolio, with an estimated market value of $18K.

What does the chart on this MDYV ownership page compare?

The chart compares Future Financial Wealth Managment LLC's quarterly MDYV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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