Creative Planning
MDYV icon

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

Creative Planning’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
Q1 		$2.53M Sell
29,740
-1,138
-4% -$100K ﹤0.01% 1718
2025
Q4 		$2.61M Buy
30,878
+1,025
+3% +$85.8K ﹤0.01% 1493
2025
Q3 		$2.49M Buy
29,853
+10,760
+56% +$886K ﹤0.01% 1360
2025
Q2 		$1.52M Buy
19,093
+304
+2% +$23K ﹤0.01% 1536
2025
Q1 		$1.45M Buy
18,789
+1,201
+7% +$96.7K ﹤0.01% 1420
2024
Q4 		$1.41M Buy
17,588
+506
+3% +$41.6K ﹤0.01% 1379
2024
Q3 		$1.36M Sell
17,082
-264
-2% -$20.2K ﹤0.01% 1297
2024
Q2 		$1.27M Sell
17,346
-2,770
-14% -$203K ﹤0.01% 1254
2024
Q1 		$1.53M Sell
20,116
-2,178
-10% -$158K ﹤0.01% 1092
2023
Q4 		$1.64M Sell
22,294
-7,638
-26% -$505K ﹤0.01% 994
2023
Q3 		$1.94M Buy
29,932
+9,029
+43% +$620K ﹤0.01% 857
2023
Q2 		$1.44M Buy
20,903
+3,419
+20% +$223K ﹤0.01% 957
2023
Q1 		$1.16M Sell
17,484
-446
-2% -$30.6K ﹤0.01% 1005
2022
Q4 		$1.16M Sell
17,930
-5,618
-24% -$361K ﹤0.01% 969
2022
Q3 		$1.36M Sell
23,548
-319
-1% -$20.4K ﹤0.01% 830
2022
Q2 		$1.44M Sell
23,867
-19,434
-45% -$1.27M ﹤0.01% 822
2022
Q1 		$3.05M Buy
43,301
+18,908
+78% +$1.31M ﹤0.01% 594
2021
Q4 		$1.73M Buy
24,393
+854
+4% +$59.7K ﹤0.01% 731
2021
Q3 		$1.56M Buy
23,539
+1,527
+7% +$103K ﹤0.01% 763
2021
Q2 		$1.49M Sell
22,012
-3,369
-13% -$231K ﹤0.01% 784
2021
Q1 		$1.66M Buy
25,381
+344
+1% +$21.1K ﹤0.01% 801
2020
Q4 		$1.39M Buy
25,037
+826
+3% +$41.7K ﹤0.01% 811
2020
Q3 		$1.05M Buy
24,211
+3,677
+18% +$163K ﹤0.01% 778
2020
Q2 		$875K Buy
+20,534
New +$827K ﹤0.01% 790
2017
Q3 		– Sell
-146
Closed -$7K – 2958
2017
Q2 		$7K Buy
+146
New +$6.99K ﹤0.01% 3831
2017
Q1 		– Sell
-90
Closed -$4K – 4810
2016
Q4 		$4K Buy
+90
New +$4.04K ﹤0.01% 4052
2016
Q3 		– Sell
-120
Closed -$5K – 4672
2016
Q2 		$5K Hold
120
– – ﹤0.01% 3652
2016
Q1 		$5K Hold
120
– – ﹤0.01% 3591
2015
Q4 		$5K Hold
120
– – ﹤0.01% 3679
2015
Q3 		$5K Buy
+120
New +$4.9K ﹤0.01% 3615

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Creative Planning's MDYV Position: Q1 2026 in Review

Creative Planning reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.7% in Q1 2026, selling an estimated $100K and leaving 29,740 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Creative Planning first reported a position in MDYV in Q3 2015 and has held it in 30 quarters since. The position peaked at $3.05M in Q1 2022. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Creative Planning held 29,740 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.53M as of Q1 2026.
  • Creative Planning sold 1,138 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $100K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1718 holding.
  • Creative Planning first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2015 and has held it in 30 quarters since.
  • Creative Planning's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.05M in Q1 2022.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.