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Bill Few Associates’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bill Few Associates’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 		$3.19M Buy
36,085
+207
+0.6% +$19.5K 0.66% 42
2026
Q2 		$3.4M Buy
35,878
+596
+2% +$54.2K 0.72% 37
2026
Q1 		$3M Buy
35,282
+1,145
+3% +$101K 0.72% 37
2025
Q4 		$2.89M Buy
34,137
+4,957
+17% +$415K 0.71% 39
2025
Q3 		$2.43M Buy
29,180
+71
+0.2% +$5.85K 0.63% 40
2025
Q2 		$2.31M Buy
29,109
+17,636
+154% +$1.34M 0.65% 38
2025
Q1 		$884K Buy
11,473
+364
+3% +$29.3K 0.32% 71
2024
Q4 		$891K Buy
11,109
+2,577
+30% +$212K 0.31% 70
2024
Q3 		$678K Buy
8,532
+1,445
+20% +$110K 0.24% 77
2024
Q2 		$517K Buy
7,087
+536
+8% +$39.3K 0.2% 91
2024
Q1 		$498K Buy
6,551
+2
+0% +$145 0.2% 89
2023
Q4 		$481K Buy
6,549
+2,860
+78% +$189K 0.22% 81
2023
Q3 		$239K Buy
3,689
+90
+3% +$6.18K 0.13% 120
2023
Q2 		$248K Buy
3,599
+480
+15% +$31.4K 0.13% 119
2023
Q1 		$206K Hold
3,119
– – 0.11% 128
2022
Q4 		$202K Buy
+3,119
New +$200K 0.12% 126

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Bill Few Associates's MDYV Position: Q3 2026 in Review

Bill Few Associates increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.58% in Q3 2026, buying an estimated $19.5K and bringing the position to 36,085 shares worth $3.19M. The position accounts for 0.66% of the portfolio, ranked #42.

Bill Few Associates first reported a position in MDYV in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.4M in Q2 2026. 39 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

  • Bill Few Associates held 36,085 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.19M as of Q3 2026.
  • Bill Few Associates bought 207 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $19.5K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.66% of Bill Few Associates's portfolio in Q3 2026, its #42 holding.
  • Bill Few Associates first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Bill Few Associates's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.4M 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 Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.