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

CX Institutional’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 		$2.82M Buy
29,719
+903
+3% +$82.2K 0.08% 214
2026
Q1 		$2.45M Buy
28,816
+1,024
+4% +$90.3K 0.07% 231
2025
Q4 		$2.35M Buy
27,792
+967
+4% +$81K 0.07% 190
2025
Q3 		$2.24M Buy
26,825
+734
+3% +$60.4K 0.07% 197
2025
Q2 		$2.07M Buy
26,091
+7,232
+38% +$548K 0.07% 192
2025
Q1 		$1.45M Buy
18,859
+4,328
+30% +$349K 0.05% 230
2024
Q4 		$1.17M Buy
14,531
+1,318
+10% +$108K 0.05% 233
2024
Q3 		$1.05M Sell
13,213
-969
-7% -$74K 0.05% 281
2024
Q2 		$1.03M Sell
14,182
-157
-1% -$11.5K 0.05% 277
2024
Q1 		$1.09M Buy
14,339
+753
+6% +$54.5K 0.05% 273
2023
Q4 		$997K Buy
+13,586
New +$898K 0.05% 257

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
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

CX Institutional's MDYV Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.1% in Q2 2026, buying an estimated $82.2K and bringing the position to 29,719 shares worth $2.82M. The position accounts for 0.08% of the portfolio, ranked #214.

CX Institutional first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • CX Institutional held 29,719 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.82M as of Q2 2026.
  • CX Institutional bought 903 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $82.2K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.08% of CX Institutional's portfolio in Q2 2026, its #214 holding.
  • CX Institutional first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 11 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.