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Certior Financial Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Certior Financial Group’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 		$255K Sell
2,690
-6
-0.2% -$546 0.14% 120
2026
Q1 		$230K Sell
2,696
-201
-7% -$17.7K 0.15% 117
2025
Q4 		$245K Buy
2,897
+7
+0.2% +$586 0.17% 115
2025
Q3 		$241K Sell
2,890
-211
-7% -$17.4K 0.16% 118
2025
Q2 		$246K Sell
3,101
-192
-6% -$14.5K 0.18% 106
2025
Q1 		$254K Sell
3,293
-1,124
-25% -$90.5K 0.21% 103
2024
Q4 		$354K Buy
+4,417
New +$363K 0.31% 82

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

Certior Financial Group's MDYV Position: Q2 2026 in Review

Certior Financial Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.22% in Q2 2026, selling an estimated $546 and leaving 2,690 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #120.

Certior Financial Group first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q4 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Certior Financial Group held 2,690 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $255K as of Q2 2026.
  • Certior Financial Group sold 6 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $546.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.14% of Certior Financial Group's portfolio in Q2 2026, its #120 holding.
  • Certior Financial Group 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.
  • Certior Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $354K 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 Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.