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

Aptus Capital 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 		$1.93M Buy
20,310
+48
+0.2% +$4.37K 0.01% 506
2026
Q1 		$1.73M Sell
20,262
-1,519
-7% -$134K 0.01% 496
2025
Q4 		$1.84M Sell
21,781
-893
-4% -$74.8K 0.01% 461
2025
Q3 		$1.89M Sell
22,674
-510
-2% -$42K 0.01% 448
2025
Q2 		$1.84M Sell
23,184
-629
-3% -$47.6K 0.02% 438
2025
Q1 		$1.83M Sell
23,813
-2,309
-9% -$186K 0.02% 409
2024
Q4 		$2.1M Sell
26,122
-4,073
-13% -$335K 0.02% 390
2024
Q3 		$2.4M Sell
30,195
-3,258
-10% -$249K 0.04% 295
2024
Q2 		$2.44M Sell
33,453
-16,562
-33% -$1.22M 0.04% 270
2024
Q1 		$3.8M Buy
+50,015
New +$3.62M 0.07% 210
2022
Q4 		– Sell
-43
Closed -$2K – 828
2022
Q3 		$2K Hold
43
– – ﹤0.01% 742
2022
Q2 		$3K Buy
+43
New +$2.82K ﹤0.01% 631
2020
Q1 		– Sell
-2
Closed – – 482
2019
Q4 		$0 Hold
2
– – ﹤0.01% 544
2019
Q3 		$0 Buy
+2
New +$101 ﹤0.01% 493

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

Aptus Capital Advisors's MDYV Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.24% in Q2 2026, buying an estimated $4.37K and bringing the position to 20,310 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #506.

Aptus Capital Advisors first reported a position in MDYV in Q3 2019 and has held it in 14 quarters since. The position peaked at $3.8M in Q1 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Aptus Capital Advisors held 20,310 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.93M as of Q2 2026.
  • Aptus Capital Advisors bought 48 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $4.37K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #506 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2019 and has held it in 14 quarters since.
  • Aptus Capital Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.8M in Q1 2024.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.