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 Q2	$1M	Sell	10,589 -3	-0%	-$273	﹤0.01%	2000
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

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

Cerity Partners's MDYV Position: Q2 2026 in Review

Cerity Partners reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.03% in Q2 2026, selling an estimated $273 and leaving 10,589 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Cerity Partners first reported a position in MDYV in Q1 2017 and has held it in 6 quarters since. The position peaked at $1.41M in Q1 2017. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Cerity Partners held 10,589 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1M as of Q2 2026.
Cerity Partners sold 3 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $273.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2000 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 6 quarters since.
Cerity Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.41M in Q1 2017.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.