AO
MDYV icon

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

Advisor OS’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 		$1.89M Buy
19,917
+819
+4% +$74.5K 0.13% 125
2026
Q1 		$1.63M Sell
19,098
-11,250
-37% -$992K 0.12% 129
2025
Q4 		$2.57M Buy
30,348
+19,258
+174% +$1.61M 0.21% 79
2025
Q3 		$925K Sell
11,090
-792
-7% -$65.2K 0.08% 165
2025
Q2 		$944K Buy
11,882
+8,337
+235% +$631K 0.09% 157
2025
Q1 		$273K Buy
+3,545
New +$285K 0.03% 344
2023
Q2 		– Sell
-3,626
Closed -$240K – 300
2023
Q1 		$240K Sell
3,626
-722
-17% -$49.6K 0.06% 216
2022
Q4 		$281K Buy
+4,348
New +$279K 0.07% 181

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

Advisor OS's MDYV Position: Q2 2026 in Review

Advisor OS increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.3% in Q2 2026, buying an estimated $74.5K and bringing the position to 19,917 shares worth $1.89M. The position accounts for 0.13% of the portfolio, ranked #125.

Advisor OS first reported a position in MDYV in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.57M in Q4 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Advisor OS held 19,917 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.89M as of Q2 2026.
  • Advisor OS bought 819 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $74.5K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.13% of Advisor OS's portfolio in Q2 2026, its #125 holding.
  • Advisor OS first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
  • Advisor OS's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.57M in Q4 2025.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.