Cary Street Partners Investment Advisory’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Cary Street Partners Investment Advisory’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	$1.58M	Sell	16,660 -289	-2%	-$26.3K	0.32%	81
2026 Q1	$1.44M	Buy	16,949 +388	+2%	+$34.2K	0.37%	75
2025 Q4	$1.4M	Buy	16,561 +682	+4%	+$57.1K	0.38%	71
2025 Q3	$1.32M	Buy	15,879 +133	+0.8%	+$11K	0.55%	38
2025 Q2	$1.25M	Buy	15,746 +1,768	+13%	+$134K	0.61%	35
2025 Q1	$1.08M	Buy	13,978 +248	+2%	+$20K	0.62%	36
2024 Q4	$1.1M	Sell	13,730 -149,018	-92%	-$12.2M	0.72%	31
2024 Q3	$12.9M	Sell	162,748 -327	-0.2%	-$25K	0.48%	53
2024 Q2	$11.9M	Sell	163,075 -68,225	-29%	-$5.01M	0.48%	47
2024 Q1	$17.6M	Buy	231,300 +3,722	+2%	+$270K	0.74%	26
2023 Q4	$16.7M	Buy	227,578 +41,847	+23%	+$2.77M	0.79%	26
2023 Q3	$12M	Buy	185,731 +51,649	+39%	+$3.54M	0.65%	33
2023 Q2	$9.22M	Buy	134,082 +98,411	+276%	+$6.43M	0.59%	43
2023 Q1	$2.36M	Sell	35,671 -2,841	-7%	-$195K	0.17%	149
2022 Q4	$2.49M	Sell	38,512 -90	-0.2%	-$5.78K	0.18%	140
2022 Q3	$2.23M	Buy	38,602 +452	+1%	+$28.8K	0.18%	135
2022 Q2	$2.31M	Buy	38,150 +3,982	+12%	+$261K	0.2%	129
2022 Q1	$2.4M	Buy	34,168 +4,149	+14%	+$288K	0.66%	41
2021 Q4	$2.13M	Sell	30,019 -365	-1%	-$25.5K	0.59%	51
2021 Q3	$2.01M	Buy	30,384 +1,683	+6%	+$113K	0.66%	45
2021 Q2	$1.94M	Sell	28,701 -158	-0.5%	-$10.8K	0.63%	47
2021 Q1	$1.89M	Buy	28,859 +1,633	+6%	+$100K	0.78%	30
2020 Q4	$1.51M	Sell	27,226 -3,207	-11%	-$162K	0.29%	88
2020 Q3	$1.32M	Buy	30,433 +2,610	+9%	+$116K	0.28%	110
2020 Q2	$1.19M	Sell	27,823 -3,047	-10%	-$123K	1.68%	12
2020 Q1	$1.09M	Buy	30,870 +463	+2%	+$22.3K	2.54%	12
2019 Q4	$1.67M	Buy	+30,407	New	+$1.6M	1.83%	15
2018 Q4	$844K	Buy	+18,463	New	+$907K	0.82%	21

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

Cary Street Partners Investment Advisory's MDYV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.7% in Q2 2026, selling an estimated $26.3K and leaving 16,660 shares worth $1.58M. The position accounts for 0.32% of the portfolio, ranked #81.

Cary Street Partners Investment Advisory first reported a position in MDYV in Q4 2018 and has held it in 28 quarters since. The position peaked at $17.6M in Q1 2024. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Cary Street Partners Investment Advisory held 16,660 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.58M as of Q2 2026.
Cary Street Partners Investment Advisory sold 289 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $26.3K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.32% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #81 holding.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 28 quarters since.
Cary Street Partners Investment Advisory's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $17.6M in Q1 2024.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.