Creative Planning’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.79M | Sell |
29,403
-337
| -1% | -$30.7K | ﹤0.01% | 1839 |
|
|
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
Creative Planning's MDYV Position: Q2 2026 in Review
Creative Planning reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.1% in Q2 2026, selling an estimated $30.7K and leaving 29,403 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1839.
Creative Planning first reported a position in MDYV in Q3 2015 and has held it in 31 quarters since. The position peaked at $3.05M in Q1 2022. 386 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.
- Creative Planning held 29,403 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.79M as of Q2 2026.
- Creative Planning sold 337 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $30.7K.
- State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1839 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 31 quarters since.
- Creative Planning's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.05M in Q1 2022.
- 386 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.