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

Courier Capital’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	$2.22M	Buy	23,425 +266	+1%	+$24.2K	0.11%	160
2026 Q1	$1.97M	Buy	23,159 +142	+0.6%	+$12.5K	0.11%	162
2025 Q4	$1.95M	Buy	23,017 +288	+1%	+$24.1K	0.11%	159
2025 Q3	$1.9M	Buy	22,729 +104	+0.5%	+$8.56K	0.11%	161
2025 Q2	$1.8M	Sell	22,625 -92	-0.4%	-$6.97K	0.11%	157
2025 Q1	$1.75M	Buy	22,717 +151	+0.7%	+$12.2K	0.11%	158
2024 Q4	$1.81M	Hold	22,566	–	–	0.12%	139
2024 Q3	$1.79M	Buy	22,566 +23	+0.1%	+$1.76K	0.12%	148
2024 Q2	$1.64M	Hold	22,543	–	–	0.13%	129
2024 Q1	$1.71M	Buy	22,543 +103	+0.5%	+$7.46K	0.12%	145
2023 Q4	$1.65M	Buy	22,440 +191	+0.9%	+$12.6K	0.13%	146
2023 Q3	$1.44M	Hold	22,249	–	–	0.12%	150
2023 Q2	$1.53M	Buy	22,249 +70	+0.3%	+$4.57K	0.12%	146
2023 Q1	$1.47M	Buy	22,179 +3,769	+20%	+$259K	0.16%	103
2022 Q4	$1.19M	Buy	18,410 +154	+0.8%	+$9.88K	0.14%	113
2022 Q3	$1.06M	Hold	18,256	–	–	0.13%	119
2022 Q2	$1.1M	Hold	18,256	–	–	0.13%	117
2022 Q1	$1.28M	Hold	18,256	–	–	0.13%	118
2021 Q4	$1.3M	Buy	18,256 +359	+2%	+$25.1K	0.12%	119
2021 Q3	$1.19M	Hold	17,897	–	–	0.11%	127
2021 Q2	$1.21M	Buy	+17,897	New	+$1.23M	0.11%	125

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Courier Capital's MDYV Position: Q2 2026 in Review

Courier Capital increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.1% in Q2 2026, buying an estimated $24.2K and bringing the position to 23,425 shares worth $2.22M. The position accounts for 0.11% of the portfolio, ranked #160.

Courier Capital first reported a position in MDYV in Q2 2021 and has held it in 21 quarters since. 176 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Courier Capital held 23,425 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.22M as of Q2 2026.
Courier Capital bought 266 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $24.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.11% of Courier Capital's portfolio in Q2 2026, its #160 holding.
Courier Capital first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
176 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.