Commonwealth Equity Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Commonwealth Equity Services’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	$9.16M	Sell	96,529 -24,590	-20%	-$2.24M	0.01%	1000
2026 Q1	$10.3M	Buy	121,119 +13,139	+12%	+$1.16M	0.01%	876
2025 Q4	$9.14M	Sell	107,980 -533	-0.5%	-$44.6K	0.01%	939
2025 Q3	$9.05M	Sell	108,513 -5,598	-5%	-$461K	0.01%	974
2025 Q2	$9.06M	Sell	114,111 -55,317	-33%	-$4.19M	0.01%	980
2025 Q1	$13.1M	Sell	169,428 -14,299	-8%	-$1.15M	0.02%	741
2024 Q4	$14.7M	Buy	183,727 +12,370	+7%	+$1.02M	0.02%	645
2024 Q3	$13.6M	Buy	171,357 +5,500	+3%	+$420K	0.02%	679
2024 Q2	$12.1M	Buy	165,857 +34,543	+26%	+$2.54M	0.02%	721
2024 Q1	$9.98M	Buy	131,314 +10,936	+9%	+$792K	0.02%	786
2023 Q4	$8.83M	Sell	120,378 -19,632	-14%	-$1.3M	0.02%	796
2023 Q3	$9.08M	Buy	140,010 +3,711	+3%	+$255K	0.02%	725
2023 Q2	$9.38M	Buy	136,299 +35,267	+35%	+$2.3M	0.02%	713
2023 Q1	$6.68M	Buy	101,032 +72	+0.1%	+$4.94K	0.01%	863
2022 Q4	$6.53M	Buy	100,960 +3,529	+4%	+$227K	0.02%	840
2022 Q3	$5.63M	Buy	97,431 +547	+0.6%	+$34.9K	0.01%	836
2022 Q2	$5.86M	Buy	96,884 +13,062	+16%	+$856K	0.02%	821
2022 Q1	$5.9M	Buy	83,822 +1,853	+2%	+$128K	0.01%	864
2021 Q4	$5.83M	Buy	81,969 +7,661	+10%	+$536K	0.01%	852
2021 Q3	$4.92M	Buy	74,308 +4,751	+7%	+$320K	0.01%	879
2021 Q2	$4.7M	Buy	69,557 +148	+0.2%	+$10.2K	0.01%	886
2021 Q1	$4.54M	Buy	69,409 +6,838	+11%	+$419K	0.01%	833
2020 Q4	$3.47M	Buy	62,571 +7,216	+13%	+$364K	0.01%	907
2020 Q3	$2.4M	Sell	55,355 -5,862	-10%	-$260K	0.01%	999
2020 Q2	$2.61M	Buy	61,217 +24,835	+68%	+$1M	0.01%	890
2020 Q1	$1.28M	Sell	36,382 -5,553	-13%	-$268K	0.01%	1134
2019 Q4	$2.3M	Buy	41,935 +5,350	+15%	+$282K	0.01%	956
2019 Q3	$1.88M	Buy	36,585 +400	+1%	+$20.2K	0.01%	1008
2019 Q2	$1.86M	Buy	36,185 +3,797	+12%	+$193K	0.01%	998
2019 Q1	$1.63M	Buy	32,388 +3,776	+13%	+$188K	0.01%	1018
2018 Q4	$1.27M	Buy	28,612 +2,667	+10%	+$131K	0.01%	1063
2018 Q3	$1.39M	Buy	25,945 +1,793	+7%	+$96.2K	0.01%	1116
2018 Q2	$1.26M	Buy	24,152 +568	+2%	+$29.2K	0.01%	1162
2018 Q1	$1.17M	Sell	23,584 -482	-2%	-$24.6K	0.01%	1166
2017 Q4	$1.24M	Sell	24,066 -614	-2%	-$31K	0.01%	1113
2017 Q3	$1.22M	Sell	24,680 -5,302	-18%	-$255K	0.01%	1080
2017 Q2	$1.44M	Buy	29,982 +552	+2%	+$26.4K	0.01%	959
2017 Q1	$1.42M	Buy	29,430 +592	+2%	+$28.5K	0.01%	935
2016 Q4	$1.35M	Buy	28,838 +16,616	+136%	+$745K	0.01%	896
2016 Q3	$528K	Sell	12,222 -96	-0.8%	-$4.11K	﹤0.01%	1348
2016 Q2	$510K	Buy	12,318 +866	+8%	+$35.3K	﹤0.01%	1344
2016 Q1	$460K	Buy	11,452 +414	+4%	+$15.2K	﹤0.01%	1366
2015 Q4	$419K	Buy	+11,038	New	+$443K	﹤0.01%	1387

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

Commonwealth Equity Services's MDYV Position: Q2 2026 in Review

Commonwealth Equity Services reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 20% in Q2 2026, selling an estimated $2.24M and leaving 96,529 shares worth $9.16M. The position accounts for 0.01% of the portfolio, ranked #1000.

Commonwealth Equity Services first reported a position in MDYV in Q4 2015 and has held it in 43 quarters since. The position peaked at $14.7M in Q4 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Commonwealth Equity Services held 96,529 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $9.16M as of Q2 2026.
Commonwealth Equity Services sold 24,590 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $2.24M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1000 holding.
Commonwealth Equity Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
Commonwealth Equity Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $14.7M 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.