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

Chicago Partners Investment 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	$5.82M	Buy	61,767 +1,220	+2%	+$111K	0.12%	148
2026 Q1	$5.5M	Buy	60,547 +3,250	+6%	+$287K	0.12%	147
2025 Q4	$5.09M	Buy	57,297 +2,870	+5%	+$240K	0.13%	157
2025 Q3	$4.54M	Buy	54,427 +5,852	+12%	+$482K	0.12%	163
2025 Q2	$4.03M	Buy	48,575 +1,577	+3%	+$119K	0.12%	164
2025 Q1	$3.52M	Buy	46,998 +7,727	+20%	+$622K	0.12%	157
2024 Q4	$3.16M	Buy	39,271 +2,391	+6%	+$196K	0.11%	161
2024 Q3	$2.95M	Buy	36,880 +2,958	+9%	+$226K	0.11%	162
2024 Q2	$2.65M	Buy	33,922 +1,977	+6%	+$145K	0.1%	168
2024 Q1	$2.31M	Buy	31,945 +1,134	+4%	+$82.1K	0.1%	187
2023 Q4	$2.21M	Buy	30,811 +2,359	+8%	+$156K	0.1%	183
2023 Q3	$1.73M	Buy	28,452 +2,239	+9%	+$154K	0.09%	206
2023 Q2	$1.86M	Buy	26,213 +1,716	+7%	+$112K	0.1%	199
2023 Q1	$1.6M	Buy	24,497 +3,222	+15%	+$221K	0.09%	205
2022 Q4	$1.56M	Buy	21,275 +9,407	+79%	+$604K	0.1%	198
2022 Q3	$767K	Buy	11,868 +3,041	+34%	+$194K	0.05%	272
2022 Q2	$583K	Buy	8,827 +1,310	+17%	+$85.8K	0.04%	310
2022 Q1	$483K	Buy	7,517 +65	+0.9%	+$4.5K	0.04%	323
2021 Q4	$509K	Buy	7,452 +680	+10%	+$47.6K	0.04%	331
2021 Q3	$491K	Buy	6,772 +1,075	+19%	+$72.4K	0.03%	338
2021 Q2	$381K	Buy	5,697 +40	+0.7%	+$2.74K	0.03%	376
2021 Q1	$389K	Buy	+5,657	New	+$347K	0.03%	348
2018 Q1	–	Sell	-584	Closed	-$30K	–	936
2017 Q4	$30K	Buy	+584	New	+$29.5K	﹤0.01%	544

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

Chicago Partners Investment Group's MDYV Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2% in Q2 2026, buying an estimated $111K and bringing the position to 61,767 shares worth $5.82M. The position accounts for 0.12% of the portfolio, ranked #148.

Chicago Partners Investment Group first reported a position in MDYV in Q4 2017 and has held it in 23 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Chicago Partners Investment Group held 61,767 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $5.82M as of Q2 2026.
Chicago Partners Investment Group bought 1,220 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $111K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.12% of Chicago Partners Investment Group's portfolio in Q2 2026, its #148 holding.
Chicago Partners Investment Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and has held it in 23 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.