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

Appleton Partners’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	$210K	Buy	+2,214	New	+$201K	0.01%	272
2026 Q1	–	Sell	-2,489	Closed	-$211K	–	267
2025 Q4	$211K	Sell	2,489 -49	-2%	-$4.1K	0.01%	253
2025 Q3	$212K	Hold	2,538	–	–	0.01%	247
2025 Q2	$202K	Sell	2,538 -110	-4%	-$8.33K	0.01%	249
2025 Q1	$204K	Sell	2,648 -25	-0.9%	-$2.01K	0.02%	238
2024 Q4	$214K	Sell	2,673 -130	-5%	-$10.7K	0.02%	243
2024 Q3	$223K	Sell	2,803 -25	-0.9%	-$1.91K	0.02%	248
2024 Q2	$206K	Sell	2,828 -230	-8%	-$16.9K	0.02%	252
2024 Q1	$232K	Sell	3,058 -495	-14%	-$35.8K	0.02%	252
2023 Q4	$261K	Hold	3,553	–	–	0.02%	261
2023 Q3	$230K	Sell	3,553 -717	-17%	-$49.2K	0.02%	270
2023 Q2	$294K	Sell	4,270 -20	-0.5%	-$1.31K	0.02%	247
2023 Q1	$283K	Hold	4,290	–	–	0.03%	261
2022 Q4	$278K	Sell	4,290 -30	-0.7%	-$1.93K	0.03%	262
2022 Q3	$250K	Hold	4,320	–	–	0.03%	261
2022 Q2	$261K	Sell	4,320 -100	-2%	-$6.55K	0.02%	261
2022 Q1	$311K	Hold	4,420	–	–	0.03%	254
2021 Q4	$314K	Sell	4,420 -25	-0.6%	-$1.75K	0.02%	258
2021 Q3	$294K	Hold	4,445	–	–	0.02%	251
2021 Q2	$300K	Hold	4,445	–	–	0.03%	252
2021 Q1	$291K	Buy	4,445 +300	+7%	+$18.4K	0.03%	244
2020 Q4	$230K	Sell	4,145 -565	-12%	-$28.5K	0.02%	257
2020 Q3	$204K	Sell	4,710 -775	-14%	-$34.3K	0.02%	258
2020 Q2	$234K	Sell	5,485 -2,370	-30%	-$95.5K	0.03%	236
2020 Q1	$277K	Sell	7,855 -590	-7%	-$28.4K	0.04%	223
2019 Q4	$463K	Sell	8,445 -61	-0.7%	-$3.22K	0.05%	203
2019 Q3	$437K	Sell	8,506 -1,220	-13%	-$61.6K	0.05%	199
2019 Q2	$500K	Sell	9,726 -2,440	-20%	-$124K	0.06%	190
2019 Q1	$613K	Sell	12,166 -1,853	-13%	-$92K	0.08%	165
2018 Q4	$622K	Sell	14,019 -5,835	-29%	-$287K	0.09%	157
2018 Q3	$1.07M	Sell	19,854 -4,548	-19%	-$244K	0.14%	138
2018 Q2	$1.27M	Sell	24,402 -10,870	-31%	-$558K	0.18%	121
2018 Q1	$1.75M	Sell	35,272 -17,476	-33%	-$890K	0.27%	100
2017 Q4	$2.71M	Sell	52,748 -10,296	-16%	-$520K	0.42%	72
2017 Q3	$3.12M	Buy	63,044 +3,190	+5%	+$153K	0.53%	62
2017 Q2	$2.88M	Buy	59,854 +11,950	+25%	+$572K	0.48%	68
2017 Q1	$2.31M	Buy	+47,904	New	+$2.3M	0.42%	72

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Appleton Partners's MDYV Position: Q2 2026 in Review

Appleton Partners opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 2,214 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings. This is a return to the name: Appleton Partners previously reported a position in MDYV as recently as Q4 2025.

Appleton Partners first reported a position in MDYV in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.12M in Q3 2017. 182 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Appleton Partners held 2,214 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $210K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Appleton Partners position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Appleton Partners's portfolio in Q2 2026, its #272 holding.
Appleton Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2017 and has held it in 37 quarters since.
Appleton Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.12M in Q3 2017.
182 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.