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

Capital Analysts LLC’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 		$3.73M Sell
43,840
-2,489
-5% -$219K 0.1% 175
2025
Q4 		$3.92M Sell
46,329
-1,093
-2% -$91.5K 0.11% 164
2025
Q3 		$3.96M Sell
47,422
-2,035
-4% -$168K 0.12% 158
2025
Q2 		$3.93M Buy
49,457
+28,129
+132% +$2.13M 0.13% 140
2025
Q1 		$1.64M Buy
21,328
+21,066
+8,040% +$1.7M 0.06% 212
2024
Q4 		$21K Sell
262
-448
-63% -$36.8K ﹤0.01% 934
2024
Q3 		$56K Hold
710
– – ﹤0.01% 695
2024
Q2 		$52K Hold
710
– – ﹤0.01% 699
2024
Q1 		$54K Hold
710
– – ﹤0.01% 648
2023
Q4 		$52K Hold
710
– – ﹤0.01% 641
2023
Q3 		$46K Hold
710
– – ﹤0.01% 624
2023
Q2 		$49K Sell
710
-1,668
-70% -$109K ﹤0.01% 588
2023
Q1 		$157K Sell
2,378
-270
-10% -$18.5K 0.01% 402
2022
Q4 		$171K Buy
2,648
+1,719
+185% +$110K 0.01% 417
2022
Q3 		$54K Buy
929
+379
+69% +$24.2K ﹤0.01% 550
2022
Q2 		$33K Hold
550
– – ﹤0.01% 632
2022
Q1 		$39K Buy
550
+100
+22% +$6.93K ﹤0.01% 584
2021
Q4 		$32K Buy
450
+100
+29% +$7K ﹤0.01% 638
2021
Q3 		$23K Buy
350
+150
+75% +$10.1K ﹤0.01% 686
2021
Q2 		$14K Buy
200
+164
+456% +$11.3K ﹤0.01% 703
2021
Q1 		$2K Buy
+36
New +$2.21K ﹤0.01% 976

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

Capital Analysts LLC's MDYV Position: Q1 2026 in Review

Capital Analysts LLC reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 5.4% in Q1 2026, selling an estimated $219K and leaving 43,840 shares worth $3.73M. The position accounts for 0.1% of the portfolio, ranked #175.

Capital Analysts LLC first reported a position in MDYV in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.96M in Q3 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Capital Analysts LLC held 43,840 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.73M as of Q1 2026.
  • Capital Analysts LLC sold 2,489 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $219K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.1% of Capital Analysts LLC's portfolio in Q1 2026, its #175 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Capital Analysts LLC's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.96M in Q3 2025.
  • 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 Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.