AP
MDYV icon

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

Atwood & Palmer’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
Q3 		$66.4K Buy
750
+3
+0.4% +$283 ﹤0.01% 241
2026
Q2 		$70.9K Buy
747
+3
+0.4% +$273 ﹤0.01% 223
2026
Q1 		$63.3K Buy
744
+4
+0.5% +$353 ﹤0.01% 233
2025
Q4 		$62.7K Buy
740
+3
+0.4% +$251 ﹤0.01% 224
2025
Q3 		$61.5K Buy
+737
New +$60.7K ﹤0.01% 227

Other funds holding MDYV

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Atwood & Palmer's MDYV Position: Q3 2026 in Review

Atwood & Palmer increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.4% in Q3 2026, buying an estimated $283 and bringing the position to 750 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Atwood & Palmer first reported a position in MDYV in Q3 2025 and has held it in 5 quarters since. The position peaked at $70.9K in Q2 2026. 39 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

  • Atwood & Palmer held 750 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $66.4K as of Q3 2026.
  • Atwood & Palmer bought 3 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $283.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #241 holding.
  • Atwood & Palmer first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Atwood & Palmer's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $70.9K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.