CJ
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Caitlin John’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Caitlin John’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 		$28.1K Hold
330
– – 0.02% 376
2025
Q4 		$27.9K Hold
330
– – 0.02% 391
2025
Q3 		$27.5K Buy
+330
New +$27.2K 0.02% 353
2025
Q1 		– Sell
-330
Closed -$26.5K – 528
2024
Q4 		$26.5K Hold
330
– – 0.02% 334
2024
Q3 		$27.7K Hold
330
– – 0.02% 338
2024
Q2 		$24.1K Hold
330
– – 0.02% 336
2024
Q1 		$25.1K Hold
330
– – 0.02% 327
2023
Q4 		$24.2K Buy
+330
New +$21.8K 0.02% 312

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

Caitlin John's MDYV Position: Q1 2026 in Review

Caitlin John held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 330 shares worth $28.1K. The position accounts for 0.02% of the portfolio, ranked #376.

Caitlin John first reported a position in MDYV in Q4 2023 and has held it in 8 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Caitlin John held 330 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $28.1K as of Q1 2026.
  • Caitlin John left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Caitlin John's portfolio in Q1 2026, its #376 holding.
  • Caitlin John first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.