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

CoreCap Advisors’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
Q3 		$54.1K Sell
611
-52
-8% -$4.9K ﹤0.01% 1350
2026
Q2 		$62.8K Buy
663
+52
+9% +$4.73K ﹤0.01% 1305
2026
Q1 		$52.1K Sell
611
-241
-28% -$21.2K ﹤0.01% 1296
2025
Q4 		$72.1K Buy
852
+241
+39% +$20.2K ﹤0.01% 1162
2025
Q3 		$51K Sell
611
-79
-11% -$6.51K ﹤0.01% 1321
2025
Q2 		$54.8K Buy
690
+46
+7% +$3.48K ﹤0.01% 1206
2025
Q1 		$49.6K Hold
644
– – ﹤0.01% 1170
2024
Q4 		$51.6K Hold
644
– – ﹤0.01% 1171
2024
Q3 		$51.2K Hold
644
– – ﹤0.01% 1170
2024
Q2 		$47K Hold
644
– – ﹤0.01% 677
2024
Q1 		$48.9K Buy
+644
New +$46.6K ﹤0.01% 1121
2022
Q4 		$52.7K Buy
+814
New +$52.2K ﹤0.01% 970
2022
Q3 		– Sell
-814
Closed -$49K – 1449
2022
Q2 		$49K Buy
+814
New +$53.3K ﹤0.01% 948
2022
Q1 		– Sell
-487
Closed -$35K – 1444
2021
Q4 		$35K Buy
+487
New +$34.1K ﹤0.01% 1125

Other funds holding MDYV

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

CoreCap Advisors's MDYV Position: Q3 2026 in Review

CoreCap Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 7.8% in Q3 2026, selling an estimated $4.9K and leaving 611 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

CoreCap Advisors first reported a position in MDYV in Q4 2021 and has held it in 14 quarters since. The position peaked at $72.1K in Q4 2025. 39 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

  • CoreCap Advisors held 611 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $54.1K as of Q3 2026.
  • CoreCap Advisors sold 52 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $4.9K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1350 holding.
  • CoreCap Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $72.1K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.