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

Cliff Asness’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	$7.05M	Buy	74,338 +32,830	+79%	+$2.99M	﹤0.01%	1786
2026 Q1	$3.53M	Buy	41,508 +1,535	+4%	+$135K	﹤0.01%	1971
2025 Q4	$3.38M	Buy	39,973 +22,081	+123%	+$1.85M	﹤0.01%	1813
2025 Q3	$1.49M	Buy	17,892 +8,810	+97%	+$726K	﹤0.01%	2175
2025 Q2	$721K	Buy	9,082 +5,519	+155%	+$418K	﹤0.01%	2402
2025 Q1	$275K	Buy	3,563 +988	+38%	+$79.6K	﹤0.01%	2732
2024 Q4	$207K	Buy	+2,575	New	+$212K	﹤0.01%	2661

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

Cliff Asness's MDYV Position: Q2 2026 in Review

Cliff Asness increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 79% in Q2 2026, buying an estimated $2.99M and bringing the position to 74,338 shares worth $7.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Cliff Asness first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Cliff Asness held 74,338 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $7.05M as of Q2 2026.
Cliff Asness bought 32,830 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $2.99M.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1786 holding.
Cliff Asness 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.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.