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

Crescent Grove 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 Q2	$535K	Hold	5,636	–	–	0.04%	179
2026 Q1	$480K	Hold	5,636	–	–	0.05%	186
2025 Q4	$477K	Sell	5,636 -228	-4%	-$19.1K	0.04%	183
2025 Q3	$489K	Hold	5,864	–	–	0.05%	172
2025 Q2	$466K	Hold	5,864	–	–	0.05%	166
2025 Q1	$452K	Hold	5,864	–	–	0.05%	165
2024 Q4	$470K	Hold	5,864	–	–	0.05%	165
2024 Q3	$466K	Hold	5,864	–	–	0.05%	175
2024 Q2	$428K	Hold	5,864	–	–	0.05%	178
2024 Q1	$446K	Hold	5,864	–	–	0.05%	195
2023 Q4	$430K	Hold	5,864	–	–	0.05%	195
2023 Q3	$380K	Hold	5,864	–	–	0.05%	201
2023 Q2	$403K	Hold	5,864	–	–	0.04%	198
2023 Q1	$387K	Hold	5,864	–	–	0.05%	204
2022 Q4	$380K	Buy	5,864 +445	+8%	+$28.6K	0.04%	206
2022 Q3	$313K	Buy	+5,419	New	+$346K	0.04%	204

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

APP

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

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

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

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Crescent Grove Advisors's MDYV Position: Q2 2026 in Review

Crescent Grove Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 5,636 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #179.

Crescent Grove Advisors first reported a position in MDYV in Q3 2022 and has held it in 16 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Crescent Grove Advisors held 5,636 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $535K as of Q2 2026.
Crescent Grove Advisors left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Crescent Grove Advisors's portfolio in Q2 2026, its #179 holding.
Crescent Grove Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.