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

Cary Street Partners’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	$10.7M	Sell	113,117 -616	-0.5%	-$56K	0.23%	99
2026 Q1	$9.68M	Sell	113,733 -1,642	-1%	-$145K	0.24%	98
2025 Q4	$9.77M	Sell	115,375 -5,727	-5%	-$479K	0.24%	100
2025 Q3	$10.1M	Sell	121,102 -1,667	-1%	-$137K	0.26%	93
2025 Q2	$9.75M	Sell	122,769 -11,735	-9%	-$889K	0.27%	87
2025 Q1	$10.4M	Sell	134,504 -8,231	-6%	-$663K	0.33%	77
2024 Q4	$11.4M	Buy	+142,735	New	+$11.7M	0.37%	68

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's MDYV Position: Q2 2026 in Review

Cary Street Partners reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.54% in Q2 2026, selling an estimated $56K and leaving 113,117 shares worth $10.7M. The position accounts for 0.23% of the portfolio, ranked #99.

Cary Street Partners first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q4 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Cary Street Partners held 113,117 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $10.7M as of Q2 2026.
Cary Street Partners sold 616 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $56K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.23% of Cary Street Partners's portfolio in Q2 2026, its #99 holding.
Cary Street Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $11.4M in Q4 2024.
383 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's 13F filing for Q2 2026, filed 17 Jul 2026.