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 Q3	$2.03M	Sell	22,907 -518	-2%	-$48.8K	0.1%	169
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%	+$9.9K	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	$1.18M	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 $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Courier Capital's MDYV Position: Q3 2026 in Review

Courier Capital reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.2% in Q3 2026, selling an estimated $48.8K and leaving 22,907 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #169.

Courier Capital first reported a position in MDYV in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.22M in Q2 2026. 237 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Courier Capital held 22,907 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.03M as of Q3 2026.
Courier Capital sold 518 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $48.8K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.1% of Courier Capital's portfolio in Q3 2026, its #169 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 22 quarters since.
Courier Capital's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.22M in Q2 2026.
237 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.