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

Crewe 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
Q1 		– Sell
-20
Closed -$1.69K – 1101
2025
Q4 		$1.69K Sell
20
-6
-23% -$502 ﹤0.01% 909
2025
Q3 		$2.17K Sell
26
-37
-59% -$3.05K ﹤0.01% 840
2025
Q2 		$5K Hold
63
– – ﹤0.01% 536
2025
Q1 		$4.86K Hold
63
– – ﹤0.01% 485
2024
Q4 		$5.05K Sell
63
-50
-44% -$4.11K ﹤0.01% 481
2024
Q3 		$8.98K Sell
113
-51
-31% -$3.9K ﹤0.01% 512
2024
Q2 		$12K Sell
164
-38
-19% -$2.79K ﹤0.01% 653
2024
Q1 		$15.4K Buy
+202
New +$14.6K ﹤0.01% 541

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Crewe Advisors's MDYV Position: Q1 2026 in Review

Crewe Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 20 shares — an estimated $1.69K sold.

Crewe Advisors first reported a position in MDYV in Q1 2024 and held it in 8 quarters. The position peaked at $15.4K in Q1 2024. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Crewe Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 20 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $1.69K.
  • Crewe Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and held it in 8 quarters.
  • Crewe Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $15.4K in Q1 2024.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.