AWM
MDYV icon

Avior Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Avior Wealth Management’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 		$6.93M Sell
73,043
-159
-0.2% -$14.5K 0.18% 114
2026
Q1 		$6.23M Sell
73,202
-30
-0% -$2.65K 0.18% 115
2025
Q4 		$6.2M Sell
73,232
-1,580
-2% -$132K 0.19% 98
2025
Q3 		$6.24M Sell
74,812
-3,068
-4% -$253K 0.2% 90
2025
Q2 		$6.19M Sell
77,880
-124,096
-61% -$9.4M 0.21% 85
2025
Q1 		$15.6M Buy
201,976
+992
+0.5% +$79.9K 0.59% 43
2024
Q4 		$16.1M Sell
200,984
-887
-0.4% -$72.9K 0.59% 41
2024
Q3 		$16M Buy
201,871
+4,402
+2% +$336K 0.64% 38
2024
Q2 		$14.4M Buy
197,469
+33,461
+20% +$2.46M 0.62% 38
2024
Q1 		$12.5M Buy
164,008
+10,641
+7% +$771K 0.58% 36
2023
Q4 		$11.3M Buy
153,367
+12,351
+9% +$817K 0.68% 34
2023
Q3 		$9.15M Buy
141,016
+502
+0.4% +$34.4K 0.62% 34
2023
Q2 		$9.66M Buy
140,514
+5,897
+4% +$385K 0.63% 34
2023
Q1 		$8.9M Buy
134,617
+4,289
+3% +$294K 0.61% 35
2022
Q4 		$8.43M Buy
130,328
+5,343
+4% +$343K 0.64% 38
2022
Q3 		$7.23M Buy
124,985
+7,473
+6% +$477K 0.6% 38
2022
Q2 		$7.11M Buy
117,512
+3,748
+3% +$246K 0.72% 28
2022
Q1 		$8.01M Buy
113,764
+9,166
+9% +$635K 0.69% 30
2021
Q4 		$7.44M Buy
104,598
+5,366
+5% +$375K 0.61% 32
2021
Q3 		$6.57M Buy
99,232
+90,188
+997% +$6.08M 0.54% 42
2021
Q2 		$6.11M Sell
9,044
-69,064
-88% -$4.74M 0.61% 34
2021
Q1 		$5.11M Buy
78,108
+10,310
+15% +$632K 0.55% 38
2020
Q4 		$3.76M Buy
67,798
+7,837
+13% +$396K 0.46% 50
2020
Q3 		$2.6M Buy
59,961
+2,352
+4% +$104K 0.37% 68
2020
Q2 		$2.46M Sell
57,609
-15,914
-22% -$641K 0.38% 58
2020
Q1 		$2.59M Buy
73,523
+9,726
+15% +$469K 0.51% 47
2019
Q4 		$3.49M Buy
63,797
+3,067
+5% +$162K 0.56% 40
2019
Q3 		$3.12M Buy
60,730
+10,181
+20% +$514K 0.55% 45
2019
Q2 		$2.6M Buy
50,549
+10,010
+25% +$510K 0.47% 57
2019
Q1 		$2.04M Buy
40,539
+11,759
+41% +$584K 0.43% 59
2018
Q4 		$1.28M Buy
28,780
+18,350
+176% +$901K 0.31% 84
2018
Q3 		$560K Buy
10,430
+3,742
+56% +$201K 0.12% 165
2018
Q2 		$348K Buy
6,688
+2,800
+72% +$144K 0.08% 223
2018
Q1 		$193K Buy
3,888
+1,588
+69% +$80.9K 0.04% 323
2017
Q4 		$118K Buy
2,300
+416
+22% +$21K 0.03% 429
2017
Q3 		$93K Buy
1,884
+774
+70% +$37.2K 0.03% 178
2017
Q2 		$53K Buy
1,110
+364
+49% +$17.4K 0.02% 189
2017
Q1 		$36K Buy
746
+82
+12% +$3.94K 0.01% 253
2016
Q4 		$31K Buy
664
+12
+2% +$538 0.01% 249
2016
Q3 		$28K Buy
652
+412
+172% +$17.6K 0.01% 268
2016
Q2 		$10K Buy
240
+76
+46% +$3.1K ﹤0.01% 334
2016
Q1 		$7K Buy
164
+4
+3% +$147 ﹤0.01% 369
2015
Q4 		$6K Buy
160
+4
+3% +$160 ﹤0.01% 351
2015
Q3 		$6K Hold
156
– – ﹤0.01% 313
2015
Q2 		$7K Buy
156
+2
+1% +$88 0.01% 291
2015
Q1 		$7K Hold
154
– – 0.01% 272
2014
Q4 		$7K Buy
154
+4
+3% +$168 0.01% 249
2014
Q3 		$6K Buy
150
+2
+1% +$85 0.01% 256
2014
Q2 		$6K Hold
148
– – 0.01% 264
2014
Q1 		$6K Buy
+148
New +$5.9K 0.01% 261

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

Avior Wealth Management's MDYV Position: Q2 2026 in Review

Avior Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.22% in Q2 2026, selling an estimated $14.5K and leaving 73,043 shares worth $6.93M. The position accounts for 0.18% of the portfolio, ranked #114.

Avior Wealth Management first reported a position in MDYV in Q1 2014 and has held it in 50 quarters since. The position peaked at $16.1M in Q4 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Avior Wealth Management held 73,043 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $6.93M as of Q2 2026.
  • Avior Wealth Management sold 159 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $14.5K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.18% of Avior Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Avior Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $16.1M in Q4 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 Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.