AL
MDYV icon

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

ACAS LLC’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
Q2 		$356K Sell
4,310
-358
-8% -$27.1K 0.24% 68
2025
Q1 		$345K Sell
4,668
-448
-9% -$36.1K 0.26% 61
2024
Q4 		$426K Sell
5,116
-632
-11% -$51.9K 0.32% 58
2024
Q3 		$457K Sell
5,748
-558
-9% -$42.6K 0.38% 49
2024
Q2 		$495K Sell
6,306
-335
-5% -$24.6K 0.43% 47
2024
Q1 		$505K Sell
6,641
-2,002
-23% -$145K 0.49% 42
2023
Q4 		$634K Buy
8,643
+1
+0% +$66 0.72% 33
2023
Q3 		$560K Sell
8,642
-22
-0.3% -$1.51K 0.69% 36
2023
Q2 		$596K Buy
8,664
+2
+0% +$131 0.8% 33
2023
Q1 		$572K Buy
8,662
+2
+0% +$137 0.82% 33
2022
Q4 		$560K Buy
+8,660
New +$556K 0.87% 31
2022
Q2 		$572K Buy
8,655
+2
+0% +$131 0.86% 32
2022
Q1 		$609K Buy
8,653
+102
+1% +$7.07K 0.82% 32
2021
Q4 		$608K Buy
8,551
+2
+0% +$140 0.78% 35
2021
Q3 		$566K Buy
8,549
+2
+0% +$135 0.79% 35
2021
Q2 		$577K Sell
8,547
-148
-2% -$10.2K 0.82% 34
2021
Q1 		$569K Buy
+8,695
New +$533K 0.89% 33

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ACAS LLC's MDYV Position: Q2 2025 in Review

ACAS LLC reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 7.7% in Q2 2025, selling an estimated $27.1K and leaving 4,310 shares worth $356K. The position accounts for 0.24% of the portfolio, ranked #68.

ACAS LLC first reported a position in MDYV in Q1 2021 and has held it in 17 quarters since. The position peaked at $634K in Q4 2023. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • ACAS LLC held 4,310 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $356K as of Q2 2025.
  • ACAS LLC sold 358 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $27.1K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.24% of ACAS LLC's portfolio in Q2 2025, its #68 holding.
  • ACAS LLC first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and has held it in 17 quarters since.
  • ACAS LLC's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $634K in Q4 2023.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.