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

Brinker Capital Investments’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 		– Sell
-9,647
Closed -$817K – 2170
2025
Q4 		$817K Sell
9,647
-153
-2% -$12.8K 0.01% 1337
2025
Q3 		$817K Sell
9,800
-4,392
-31% -$362K 0.01% 1323
2025
Q2 		$1.13M Sell
14,192
-2,475
-15% -$187K 0.01% 1130
2025
Q1 		$1.28M Sell
16,667
-2,360
-12% -$190K 0.01% 943
2024
Q4 		$1.53M Buy
19,027
+3,862
+25% +$317K 0.02% 825
2024
Q3 		$1.21M Buy
15,165
+1,403
+10% +$107K 0.01% 949
2024
Q2 		$1M Buy
13,762
+9,234
+204% +$678K 0.01% 990
2024
Q1 		$344K Sell
4,528
-550,151
-99% -$39.8M ﹤0.01% 1408
2023
Q4 		$40.3M Buy
554,679
+549,277
+10,168% +$36.3M 0.47% 33
2023
Q3 		$350K Sell
5,402
-1,762
-25% -$121K ﹤0.01% 1322
2023
Q2 		$493K Sell
7,164
-1,934
-21% -$126K 0.01% 1215
2023
Q1 		$601K Buy
+9,098
New +$625K 0.01% 1077

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Brinker Capital Investments's MDYV Position: Q1 2026 in Review

Brinker Capital Investments sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 9,647 shares — an estimated $817K sold.

Brinker Capital Investments first reported a position in MDYV in Q1 2023 and held it in 12 quarters. The position peaked at $40.3M in Q4 2023. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Brinker Capital Investments reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 9,647 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $817K.
  • Brinker Capital Investments first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 12 quarters.
  • Brinker Capital Investments's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $40.3M in Q4 2023.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.