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

Centerpoint Advisors’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	$310K	Sell	3,639 -135	-4%	-$11.9K	0.1%	68
2025 Q4	$319K	Hold	3,774	–	–	0.1%	73
2025 Q3	$315K	Hold	3,774	–	–	0.1%	71
2025 Q2	$300K	Sell	3,774 -150	-4%	-$11.4K	0.1%	70
2025 Q1	$302K	Hold	3,924	–	–	0.11%	67
2024 Q4	$315K	Hold	3,924	–	–	0.11%	67
2024 Q3	$312K	Sell	3,924 -124	-3%	-$9.47K	0.11%	71
2024 Q2	$295K	Sell	4,048 -352	-8%	-$25.8K	0.11%	72
2024 Q1	$334K	Hold	4,400	–	–	0.13%	61
2023 Q4	$323K	Sell	4,400 -135	-3%	-$8.93K	0.13%	64
2023 Q3	$294K	Sell	4,535 -172	-4%	-$11.8K	0.12%	69
2023 Q2	$324K	Sell	4,707 -270	-5%	-$17.6K	0.13%	68
2023 Q1	$329K	Sell	4,977 -1,323	-21%	-$90.8K	0.14%	65
2022 Q4	$408K	Sell	6,300 -802	-11%	-$51.5K	0.19%	52
2022 Q3	$411K	Sell	7,102 -431	-6%	-$27.5K	0.22%	43
2022 Q2	$456K	Sell	7,533 -112	-1%	-$7.34K	0.23%	46
2022 Q1	$538K	Sell	7,645 -658	-8%	-$45.6K	0.25%	43
2021 Q4	$590K	Sell	8,303 -123	-1%	-$8.6K	0.26%	44
2021 Q3	$558K	Hold	8,426	–	–	0.27%	43
2021 Q2	$569K	Hold	8,426	–	–	0.27%	42
2021 Q1	$551K	Hold	8,426	–	–	0.32%	30
2020 Q4	$468K	Hold	8,426	–	–	0.3%	29
2020 Q3	$366K	Sell	8,426 -1,789	-18%	-$79.3K	0.28%	32
2020 Q2	$435K	Sell	10,215 -66,248	-87%	-$2.67M	0.35%	32
2020 Q1	$2.7M	Sell	76,463 -6,599	-8%	-$318K	2.68%	12
2019 Q4	$4.55M	Hold	83,062	–	–	3.35%	11
2019 Q3	$4.26M	Sell	83,062 -1,633	-2%	-$82.5K	3.39%	11
2019 Q2	$4.35M	Sell	84,695 -171	-0.2%	-$8.71K	3.48%	11
2019 Q1	$4.28M	Sell	84,866 -8,918	-10%	-$443K	3.63%	10
2018 Q4	$4.16M	Buy	+93,784	New	+$4.61M	3.95%	8

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return

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 $4.02B AUM 20% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Centerpoint Advisors's MDYV Position: Q1 2026 in Review

Centerpoint Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.6% in Q1 2026, selling an estimated $11.9K and leaving 3,639 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #68.

Centerpoint Advisors first reported a position in MDYV in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.55M in Q4 2019. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Centerpoint Advisors held 3,639 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $310K as of Q1 2026.
Centerpoint Advisors sold 135 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $11.9K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.1% of Centerpoint Advisors's portfolio in Q1 2026, its #68 holding.
Centerpoint Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
Centerpoint Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.55M in Q4 2019.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.