Capital Advisory Group Advisory Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,440
Closed -$207K 97
2025
Q4
$207K Sell
2,440
-272
-10% -$22.8K 0.06% 165
2025
Q3
$226K Sell
2,712
-1,100
-29% -$90.6K 0.07% 167
2025
Q2
$303K Sell
3,812
-348
-8% -$26.4K 0.11% 140
2025
Q1
$321K Sell
4,160
-267
-6% -$21.5K 0.12% 134
2024
Q4
$355K Sell
4,427
-10
-0.2% -$822 0.13% 135
2024
Q3
$353K Buy
4,437
+345
+8% +$26.4K 0.14% 118
2024
Q2
$298K Buy
4,092
+142
+4% +$10.4K 0.13% 123
2024
Q1
$300K Hold
3,950
0.14% 118
2023
Q4
$290K Buy
3,950
+175
+5% +$11.6K 0.16% 116
2023
Q3
$245K Buy
+3,775
New +$259K 0.14% 128
2023
Q2
Sell
-5,880
Closed -$385K 119
2023
Q1
$385K Buy
5,880
+2,940
+100% +$202K 0.23% 96
2022
Q4
$190K Sell
2,940
-600
-17% -$38.5K 0.13% 124
2022
Q3
$205K Buy
3,540
+370
+12% +$23.6K 0.14% 130
2022
Q2
$201K Hold
3,170
0.12% 138
2022
Q1
$223K Buy
+3,170
New +$220K 0.1% 146
2021
Q4
Sell
-635
Closed -$42K 356
2021
Q3
$42K Buy
635
+100
+19% +$6.74K 0.02% 274
2021
Q2
$36K Buy
535
+185
+53% +$12.7K 0.01% 286
2021
Q1
$23K Buy
350
+300
+600% +$18.4K 0.01% 305
2020
Q4
$3K Hold
50
﹤0.01% 468
2020
Q3
$2K Hold
50
﹤0.01% 448
2020
Q2
$2K Hold
50
﹤0.01% 425
2020
Q1
$2K Sell
50
-3,555
-99% -$171K ﹤0.01% 381
2019
Q4
$192K Buy
3,605
+3,395
+1,617% +$179K 0.1% 104
2019
Q3
$11K Buy
210
+80
+62% +$4.04K 0.01% 273
2019
Q2
$7K Hold
130
﹤0.01% 318
2019
Q1
$7K Hold
130
0.01% 306
2018
Q4
$6K Buy
130
+75
+136% +$3.68K ﹤0.01% 289
2018
Q3
$3K Buy
+55
New +$2.95K ﹤0.01% 315

Other funds holding MDYV

Capital Advisory Group Advisory Services's MDYV Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 2,440 shares — an estimated $207K sold.

Capital Advisory Group Advisory Services first reported a position in MDYV in Q3 2018 and held it in 28 quarters. The position peaked at $385K in Q1 2023. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 2,440 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $207K.
  • Capital Advisory Group Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2018 and held it in 28 quarters.
  • Capital Advisory Group Advisory Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $385K in Q1 2023.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.