Cerity Partners
MDYV icon

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

Cerity 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
Q1 		$902K Buy
10,592
+7,964
+303% +$702K ﹤0.01% 1920
2025
Q4 		$222K Buy
+2,628
New +$220K ﹤0.01% 2579
2025
Q1 		– Sell
-7,023
Closed -$562K – 2559
2024
Q4 		$562K Buy
7,023
+3,242
+86% +$266K ﹤0.01% 1698
2024
Q3 		$300K Buy
+3,781
New +$289K ﹤0.01% 2063
2017
Q2 		– Sell
-29,250
Closed -$1.41M – 409
2017
Q1 		$1.41M Buy
+29,250
New +$1.41M 0.12% 155

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

Cerity Partners's MDYV Position: Q1 2026 in Review

Cerity Partners increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 303% in Q1 2026, buying an estimated $702K and bringing the position to 10,592 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Cerity Partners first reported a position in MDYV in Q1 2017 and has held it in 5 quarters since. The position peaked at $1.41M in Q1 2017. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Cerity Partners held 10,592 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $902K as of Q1 2026.
  • Cerity Partners bought 7,964 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $702K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1920 holding.
  • Cerity Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2017 and has held it in 5 quarters since.
  • Cerity Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.41M in Q1 2017.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.