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 Q2	$31.3K	Hold	330	–	–	0.02%	436
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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 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

Caitlin John's MDYV Position: Q2 2026 in Review

Caitlin John held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 330 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #436.

Caitlin John first reported a position in MDYV in Q4 2023 and has held it in 9 quarters since. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Caitlin John held 330 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $31.3K as of Q2 2026.
Caitlin John left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Caitlin John's portfolio in Q2 2026, its #436 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 9 quarters since.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.