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

Avantax Planning 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
Q1 		$78.2M Buy
918,268
+24,826
+3% +$2.19M 2.15% 13
2025
Q4 		$75.6M Buy
893,442
+59,114
+7% +$4.95M 2.12% 12
2025
Q3 		$69.6M Buy
834,328
+361,398
+76% +$29.8M 2% 12
2025
Q2 		$37.6M Buy
472,930
+60,788
+15% +$4.6M 1.19% 14
2025
Q1 		$31.8M Buy
412,142
+73,731
+22% +$5.94M 1.12% 15
2024
Q4 		$27.1M Buy
338,411
+56,825
+20% +$4.67M 0.98% 18
2024
Q3 		$22.4M Buy
281,586
+12,574
+5% +$961K 0.8% 23
2024
Q2 		$19.6M Buy
269,012
+231,488
+617% +$17M 0.63% 28
2024
Q1 		$2.85M Sell
37,524
-1,413
-4% -$102K 0.09% 125
2023
Q4 		$2.86M Buy
38,937
+580
+2% +$38.4K 0.11% 94
2023
Q3 		$2.49M Sell
38,357
-727
-2% -$49.9K 0.1% 97
2023
Q2 		$2.69M Sell
39,084
-2,087
-5% -$136K 0.11% 90
2023
Q1 		$2.72M Buy
41,171
+1,075
+3% +$73.8K 0.11% 87
2022
Q4 		$2.6M Buy
40,096
+230
+0.6% +$14.8K 0.1% 93
2022
Q3 		$2.31M Sell
39,866
-399
-1% -$25.5K 0.1% 90
2022
Q2 		$2.44M Buy
40,265
+3,074
+8% +$201K 0.1% 91
2022
Q1 		$2.62M Sell
37,191
-479
-1% -$33.2K 0.1% 88
2021
Q4 		$2.68M Sell
37,670
-879
-2% -$61.5K 0.11% 82
2021
Q3 		$2.55M Sell
38,549
-750
-2% -$50.5K 0.12% 72
2021
Q2 		$2.65M Sell
39,299
-82,048
-68% -$5.63M 0.12% 70
2021
Q1 		$7.94M Sell
121,347
-9,845
-8% -$604K 0.41% 24
2020
Q4 		$7.28M Sell
131,192
-10,938
-8% -$552K 0.37% 21
2020
Q3 		$6.17M Sell
142,130
-90,692
-39% -$4.02M 0.33% 24
2020
Q2 		$9.93M Buy
232,822
+56,429
+32% +$2.27M 0.56% 15
2020
Q1 		$6.22M Buy
176,393
+54,205
+44% +$2.61M 0.43% 15
2019
Q4 		$6.69M Buy
122,188
+14,740
+14% +$777K 0.39% 15
2019
Q3 		$5.51M Buy
107,448
+7,359
+7% +$372K 0.34% 18
2019
Q2 		$5.12M Buy
100,089
+16,069
+19% +$819K 0.33% 23
2019
Q1 		$4.23M Buy
84,020
+17,940
+27% +$891K 0.29% 25
2018
Q4 		$2.93M Sell
66,080
-7,467
-10% -$367K 0.22% 43
2018
Q3 		$3.95M Buy
73,547
+5,195
+8% +$279K 0.32% 26
2018
Q2 		$3.56M Sell
68,352
-910
-1% -$46.8K 0.32% 26
2018
Q1 		$3.44M Buy
69,262
+18,670
+37% +$951K 0.3% 27
2017
Q4 		$2.6M Sell
50,592
-2,154
-4% -$109K 0.24% 38
2017
Q3 		$2.61M Buy
52,746
+7,576
+17% +$364K 0.21% 49
2017
Q2 		$2.17M Buy
45,170
+8,906
+25% +$426K 0.18% 55
2017
Q1 		$1.75M Buy
36,264
+3,662
+11% +$176K 0.16% 58
2016
Q4 		$1.53M Buy
+32,602
New +$1.46M 0.16% 61

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
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
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

Avantax Planning Partners's MDYV Position: Q1 2026 in Review

Avantax Planning Partners increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.8% in Q1 2026, buying an estimated $2.19M and bringing the position to 918,268 shares worth $78.2M. The position accounts for 2.15% of the portfolio, ranked #13.

Avantax Planning Partners first reported a position in MDYV in Q4 2016 and has held it in 38 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Avantax Planning Partners held 918,268 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $78.2M as of Q1 2026.
  • Avantax Planning Partners bought 24,826 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $2.19M.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 2.15% of Avantax Planning Partners's portfolio in Q1 2026, its #13 holding.
  • Avantax Planning Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2016 and has held it in 38 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.