CCMG
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Clark Capital Management Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Clark Capital Management 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
2025
Q2 		– Sell
-255,331
Closed -$19.7M – 455
2025
Q1 		$19.7M Buy
255,331
+65,216
+34% +$5.25M 0.14% 143
2024
Q4 		$15.2M Buy
190,115
+9,946
+6% +$817K 0.11% 148
2024
Q3 		$14.3M Buy
180,169
+7,320
+4% +$559K 0.1% 151
2024
Q2 		$12.6M Buy
172,849
+11,565
+7% +$849K 0.09% 148
2024
Q1 		$12.3M Sell
161,284
-1,243,662
-89% -$90.1M 0.09% 156
2023
Q4 		$103M Buy
1,404,946
+1,162,535
+480% +$76.9M 0.84% 19
2023
Q3 		$15.7M Buy
242,411
+4,674
+2% +$321K 0.16% 146
2023
Q2 		$16.4M Buy
237,737
+13,116
+6% +$857K 0.15% 148
2023
Q1 		$14.8M Sell
224,621
-1,502,490
-87% -$103M 0.17% 147
2022
Q4 		$112M Buy
1,727,111
+1,612,147
+1,402% +$103M 1.03% 10
2022
Q3 		$6.65M Buy
114,964
+8,355
+8% +$533K 0.09% 164
2022
Q2 		$6.45M Sell
106,609
-2,067,344
-95% -$135M 0.08% 158
2022
Q1 		$153M Buy
2,173,953
+2,049,345
+1,645% +$142M 1.71% 8
2021
Q4 		$8.86M Buy
124,608
+6,487
+5% +$454K 0.11% 161
2021
Q3 		$7.82M Buy
118,121
+39,581
+50% +$2.67M 0.11% 162
2021
Q2 		$5.3M Sell
78,540
-26,483
-25% -$1.82M 0.07% 178
2021
Q1 		$6.87M Sell
105,023
-1,405,444
-93% -$86.2M 0.1% 168
2020
Q4 		$83.8M Buy
1,510,467
+1,445,902
+2,239% +$73M 1.38% 8
2020
Q3 		$2.8M Buy
64,565
+2,695
+4% +$119K 0.05% 195
2020
Q2 		$2.64M Buy
+61,870
New +$2.49M 0.05% 189

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Clark Capital Management Group's MDYV Position: Q2 2025 in Review

Clark Capital Management Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 255,331 shares — an estimated $19.7M sold.

Clark Capital Management Group first reported a position in MDYV in Q2 2020 and held it in 20 quarters. The position peaked at $153M in Q1 2022. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Clark Capital Management Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Clark Capital Management Group sold 255,331 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $19.7M.
  • Clark Capital Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2020 and held it in 20 quarters.
  • Clark Capital Management Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $153M in Q1 2022.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Clark Capital Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.