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

Ancora Advisors’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	$9.48K	Hold	100	–	–	﹤0.01%	1485
2026 Q1	$8.52K	Hold	100	–	–	﹤0.01%	1816
2025 Q4	$8.46K	Hold	100	–	–	﹤0.01%	1837
2025 Q3	$8.34K	Hold	100	–	–	﹤0.01%	1414
2025 Q2	$7.94K	Hold	100	–	–	﹤0.01%	1413
2025 Q1	$7.71K	Sell	100 -100	-50%	-$8.05K	﹤0.01%	1359
2024 Q4	$16K	Hold	200	–	–	﹤0.01%	1258
2024 Q3	$15.9K	Hold	200	–	–	﹤0.01%	1242
2024 Q2	$14.6K	Hold	200	–	–	﹤0.01%	1225
2024 Q1	$15.2K	Hold	200	–	–	﹤0.01%	1244
2023 Q4	$14.7K	Sell	200 -100	-33%	-$6.61K	﹤0.01%	1219
2023 Q3	$19.5K	Hold	300	–	–	﹤0.01%	1148
2023 Q2	$20.6K	Hold	300	–	–	﹤0.01%	1128
2023 Q1	$19.8K	Hold	300	–	–	﹤0.01%	1134
2022 Q4	$19K	Hold	300	–	–	﹤0.01%	1202
2022 Q3	$17K	Hold	300	–	–	﹤0.01%	1381
2022 Q2	$18K	Hold	300	–	–	﹤0.01%	1472
2022 Q1	$21K	Hold	300	–	–	﹤0.01%	1537
2021 Q4	$21K	Sell	300 -300	-50%	-$21K	﹤0.01%	1572
2021 Q3	$40K	Hold	600	–	–	﹤0.01%	1267
2021 Q2	$41K	Sell	600 -5	-0.8%	-$343	﹤0.01%	1162
2021 Q1	$40K	Buy	605 +5	+0.8%	+$307	﹤0.01%	1133
2020 Q4	$33K	Hold	600	–	–	﹤0.01%	974
2020 Q3	$26K	Hold	600	–	–	﹤0.01%	977
2020 Q2	$26K	Hold	600	–	–	﹤0.01%	945
2020 Q1	$21K	Hold	600	–	–	﹤0.01%	1045
2019 Q4	$33K	Buy	+600	New	+$31.6K	﹤0.01%	974
2018 Q4	–	Sell	-600	Closed	-$32K	–	970
2018 Q3	$32K	Buy	+600	New	+$32.2K	﹤0.01%	985
2017 Q1	–	Sell	-600	Closed	-$28K	–	899
2016 Q4	$28K	Buy	+600	New	+$26.9K	﹤0.01%	873

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return

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 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

Ancora Advisors's MDYV Position: Q2 2026 in Review

Ancora Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 100 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Ancora Advisors first reported a position in MDYV in Q4 2016 and has held it in 29 quarters since. The position peaked at $41K in Q2 2021. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Ancora Advisors held 100 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $9.48K as of Q2 2026.
Ancora Advisors left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1485 holding.
Ancora Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2016 and has held it in 29 quarters since.
Ancora Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $41K in Q2 2021.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.