BEI
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Benjamin Edwards Inc’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-38,100
Closed -$3.24M – 1466
2026
Q1 		$3.24M Sell
38,100
-165,336
-81% -$14.6M 0.03% 419
2025
Q4 		$17.2M Sell
203,436
-270,435
-57% -$22.6M 0.19% 130
2025
Q3 		$39.5M Sell
473,871
-241,006
-34% -$19.8M 0.45% 62
2025
Q2 		$56.8M Buy
714,877
+148,218
+26% +$11.2M 0.72% 33
2025
Q1 		$43.7M Sell
566,659
-4,714
-0.8% -$380K 0.61% 46
2024
Q4 		$45.8M Buy
571,373
+100,518
+21% +$8.26M 0.66% 34
2024
Q3 		$37.4M Buy
470,855
+450,409
+2,203% +$34.4M 0.54% 49
2024
Q2 		$1.49M Sell
20,446
-19,115
-48% -$1.4M 0.29% 91
2024
Q1 		$3.01M Buy
39,561
+1,094
+3% +$79.2K 0.6% 43
2023
Q4 		$2.82M Sell
38,467
-14,848
-28% -$982K 0.62% 46
2023
Q3 		$3.46M Sell
53,315
-4,371
-8% -$300K 0.82% 29
2023
Q2 		$3.97M Buy
57,686
+3,747
+7% +$245K 0.92% 23
2023
Q1 		$3.56M Sell
53,939
-4,447
-8% -$305K 0.87% 29
2022
Q4 		$3.78M Buy
58,386
+41,007
+236% +$2.63M 0.99% 19
2022
Q3 		$1M Buy
17,379
+2,269
+15% +$145K 0.3% 102
2022
Q2 		$914K Buy
15,110
+2,255
+18% +$148K 0.27% 108
2022
Q1 		$905K Buy
12,855
+7,645
+147% +$530K 0.26% 115
2021
Q4 		$370K Buy
5,210
+2,442
+88% +$171K 0.12% 183
2021
Q3 		$183K Buy
2,768
+455
+20% +$30.6K 0.11% 184
2021
Q2 		$156K Sell
2,313
-1,056
-31% -$72.4K 0.11% 183
2021
Q1 		$220K Sell
3,369
-12,869
-79% -$789K 0.17% 145
2020
Q4 		$901K Sell
16,238
-12,584
-44% -$635K 0.7% 49
2020
Q3 		$1.25M Buy
28,822
+9,224
+47% +$409K 1.03% 27
2020
Q2 		$835K Buy
+19,598
New +$789K 0.7% 50

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

Benjamin Edwards Inc's MDYV Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026, closing a stake of 38,100 shares — an estimated $3.24M sold.

Benjamin Edwards Inc first reported a position in MDYV in Q2 2020 and held it in 24 quarters. The position peaked at $56.8M in Q2 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Benjamin Edwards Inc reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 38,100 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $3.24M.
  • Benjamin Edwards Inc first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2020 and held it in 24 quarters.
  • Benjamin Edwards Inc's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $56.8M in Q2 2025.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.