Advisory Services Network’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Advisory Services Network’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 Q1	$974K	Sell	11,442 -829	-7%	-$73.1K	0.01%	953
2025 Q4	$1.04M	Buy	12,271 +10,843	+759%	+$908K	0.01%	873
2025 Q3	$119K	Buy	+1,428	New	+$118K	﹤0.01%	1976
2024 Q1	–	Sell	-215	Closed	-$15.8K	–	2760
2023 Q4	$15.8K	Buy	+215	New	+$14.2K	﹤0.01%	2650
2023 Q2	–	Sell	-265	Closed	-$17.5K	–	2736
2023 Q1	$17.5K	Buy	265 +52	+24%	+$3.57K	﹤0.01%	2626
2022 Q4	$13.8K	Buy	+213	New	+$13.7K	﹤0.01%	2694
2021 Q3	–	Sell	-210	Closed	-$14K	–	2485
2021 Q2	$14K	Buy	+210	New	+$14.4K	﹤0.01%	2653
2021 Q1	–	Sell	-376	Closed	-$21K	–	2295
2020 Q4	$21K	Buy	+376	New	+$19K	﹤0.01%	2126
2019 Q4	–	Sell	-993	Closed	-$51K	–	3187
2019 Q3	$51K	Hold	993	–	–	﹤0.01%	1354
2019 Q2	$51K	Buy	993 +553	+126%	+$28.2K	﹤0.01%	1352
2019 Q1	$22K	Buy	440 +439	+43,900%	+$21.8K	﹤0.01%	1575
2018 Q4	$0	Buy	+1	New	+$49	﹤0.01%	2619
2018 Q2	–	Sell	-394	Closed	-$20K	–	2610
2018 Q1	$20K	Hold	394	–	–	﹤0.01%	1646
2017 Q4	$20K	Sell	394 -9,830	-96%	-$496K	﹤0.01%	1629
2017 Q3	$506K	Buy	10,224 +840	+9%	+$40.4K	0.06%	402
2017 Q2	$452K	Buy	9,384 +138	+1%	+$6.61K	0.06%	405
2017 Q1	$445K	Buy	+9,246	New	+$445K	0.06%	378
2016 Q3	$134K	Buy	3,112 +3,012	+3,012%	+$129K	0.03%	616
2016 Q2	$4K	Buy	+100	New	+$4.08K	﹤0.01%	1485

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Advisory Services Network's MDYV Position: Q1 2026 in Review

Advisory Services Network reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 6.8% in Q1 2026, selling an estimated $73.1K and leaving 11,442 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #953.

Advisory Services Network first reported a position in MDYV in Q2 2016 and has held it in 19 quarters since. The position peaked at $1.04M in Q4 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Advisory Services Network held 11,442 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $974K as of Q1 2026.
Advisory Services Network sold 829 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $73.1K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #953 holding.
Advisory Services Network first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2016 and has held it in 19 quarters since.
Advisory Services Network's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.04M in Q4 2025.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.