BFM
MDYV icon

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

Broadview Financial 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
Q1 		$723K Buy
8,494
+36
+0.4% +$3.17K 0.49% 31
2025
Q4 		$716K Sell
8,458
-137
-2% -$11.5K 0.48% 31
2025
Q3 		$717K Buy
8,595
+15
+0.2% +$1.24K 0.48% 31
2025
Q2 		$682K Buy
8,580
+293
+4% +$22.2K 0.46% 32
2025
Q1 		$639K Sell
8,287
-247
-3% -$19.9K 0.48% 29
2024
Q4 		$684K Sell
8,534
-518
-6% -$42.6K 0.49% 30
2024
Q3 		$719K Buy
9,052
+39
+0.4% +$2.98K 0.49% 31
2024
Q2 		$657K Sell
9,013
-68
-0.7% -$4.99K 0.48% 31
2024
Q1 		$690K Buy
9,081
+242
+3% +$17.5K 0.5% 31
2023
Q4 		$649K Sell
8,839
-661
-7% -$43.7K 0.5% 31
2023
Q3 		$616K Buy
9,500
+43
+0.5% +$2.95K 0.57% 27
2023
Q2 		$650K Buy
9,457
+149
+2% +$9.74K 0.56% 28
2023
Q1 		$615K Buy
9,308
+26
+0.3% +$1.78K 0.54% 29
2022
Q4 		$601K Sell
9,282
-741
-7% -$47.6K 0.54% 29
2022
Q3 		$580K Buy
10,023
+405
+4% +$25.8K 0.58% 29
2022
Q2 		$582K Sell
9,618
-69
-0.7% -$4.52K 0.54% 29
2022
Q1 		$682K Sell
9,687
-156
-2% -$10.8K 0.51% 33
2021
Q4 		$700K Sell
9,843
-65
-0.7% -$4.55K 0.5% 34
2021
Q3 		$656K Buy
9,908
+144
+1% +$9.7K 0.51% 29
2021
Q2 		$659K Buy
9,764
+423
+5% +$29K 0.5% 31
2021
Q1 		$611K Sell
9,341
-2,631
-22% -$161K 0.47% 33
2020
Q4 		$664K Sell
11,972
-1,078
-8% -$54.4K 0.51% 33
2020
Q3 		$566K Sell
13,050
-644
-5% -$28.5K 0.48% 32
2020
Q2 		$584K Sell
13,694
-11,464
-46% -$462K 0.47% 33
2020
Q1 		$887K Buy
25,158
+4,072
+19% +$196K 0.79% 29
2019
Q4 		$1.16M Buy
21,086
+145
+0.7% +$7.65K 0.8% 29
2019
Q3 		$1.07M Buy
20,941
+395
+2% +$19.9K 0.8% 28
2019
Q2 		$1.05M Buy
20,546
+1,743
+9% +$88.8K 0.79% 28
2019
Q1 		$947K Buy
18,803
+8,963
+91% +$445K 0.74% 28
2018
Q4 		$436K Buy
9,840
+388
+4% +$19.1K 0.39% 37
2018
Q3 		$508K Sell
9,452
-349
-4% -$18.7K 0.46% 28
2018
Q2 		$510K Buy
9,801
+209
+2% +$10.7K 0.5% 27
2018
Q1 		$477K Buy
9,592
+2
+0% +$102 0.47% 26
2017
Q4 		$493K Buy
+9,590
New +$484K 0.48% 25

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

Broadview Financial Management's MDYV Position: Q1 2026 in Review

Broadview Financial Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.43% in Q1 2026, buying an estimated $3.17K and bringing the position to 8,494 shares worth $723K. The position accounts for 0.49% of the portfolio, ranked #31.

Broadview Financial Management first reported a position in MDYV in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.16M in Q4 2019. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Broadview Financial Management held 8,494 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $723K as of Q1 2026.
  • Broadview Financial Management bought 36 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $3.17K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.49% of Broadview Financial Management's portfolio in Q1 2026, its #31 holding.
  • Broadview Financial Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • Broadview Financial Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.16M in Q4 2019.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.