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

Avant Capital’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	$371K	Sell	4,360 -195	-4%	-$17.2K	0.26%	58
2025 Q4	$386K	Buy	4,555 +15	+0.3%	+$1.26K	0.26%	58
2025 Q3	$379K	Buy	4,540 +14	+0.3%	+$1.15K	0.27%	55
2025 Q2	$359K	Buy	4,526 +17	+0.4%	+$1.29K	0.28%	49
2025 Q1	$347K	Sell	4,509 -1	-0%	-$81	0.29%	48
2024 Q4	$362K	Buy	+4,510	New	+$371K	0.3%	47
2023 Q3	$327K	Sell	5,035 -30	-0.6%	-$2.06K	0.37%	46
2023 Q2	$348K	Sell	5,065 -353	-7%	-$23.1K	0.38%	43
2023 Q1	$358K	Buy	5,418 +167	+3%	+$11.5K	0.41%	41
2022 Q4	$340K	Sell	5,251 -472	-8%	-$30.3K	0.42%	40
2022 Q3	$331K	Buy	5,723 +23	+0.4%	+$1.47K	0.45%	41
2022 Q2	$345K	Sell	5,700 -13	-0.2%	-$852	0.45%	42
2022 Q1	$402K	Sell	5,713 -208	-4%	-$14.4K	0.45%	39
2021 Q4	$421K	Buy	+5,921	New	+$414K	0.46%	36

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

Avant Capital's MDYV Position: Q1 2026 in Review

Avant Capital reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.3% in Q1 2026, selling an estimated $17.2K and leaving 4,360 shares worth $371K. The position accounts for 0.26% of the portfolio, ranked #58.

Avant Capital first reported a position in MDYV in Q4 2021 and has held it in 14 quarters since. The position peaked at $421K in Q4 2021. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Avant Capital held 4,360 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $371K as of Q1 2026.
Avant Capital sold 195 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $17.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.26% of Avant Capital's portfolio in Q1 2026, its #58 holding.
Avant Capital first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $421K in Q4 2021.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.