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

Destiny Capital’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	$261K	Sell	3,064 -33	-1%	-$2.91K	0.14%	49
2025 Q4	$262K	Sell	3,097 -5	-0.2%	-$419	0.13%	48
2025 Q3	$259K	Hold	3,102	–	–	0.14%	45
2025 Q2	$246K	Buy	3,102 +37	+1%	+$2.8K	0.15%	43
2025 Q1	$236K	Sell	3,065 -43	-1%	-$3.46K	0.16%	43
2024 Q4	$249K	Sell	3,108 -18	-0.6%	-$1.48K	0.15%	44
2024 Q3	$249K	Sell	3,126 -72	-2%	-$5.5K	0.15%	45
2024 Q2	$233K	Sell	3,198 -210	-6%	-$15.4K	0.16%	45
2024 Q1	$259K	Sell	3,408 -97	-3%	-$7.03K	0.18%	43
2023 Q4	$257K	Buy	+3,505	New	+$232K	0.18%	44
2023 Q2	$260K	Sell	3,785 -214	-5%	-$14K	0.2%	45
2023 Q1	$264K	Hold	3,999	–	–	0.22%	40
2022 Q4	$285K	Buy	+3,999	New	+$257K	0.23%	37

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Destiny Capital's MDYV Position: Q1 2026 in Review

Destiny Capital reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.1% in Q1 2026, selling an estimated $2.91K and leaving 3,064 shares worth $261K. The position accounts for 0.14% of the portfolio, ranked #49.

Destiny Capital first reported a position in MDYV in Q4 2022 and has held it in 13 quarters since. The position peaked at $285K in Q4 2022. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Destiny Capital held 3,064 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $261K as of Q1 2026.
Destiny Capital sold 33 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $2.91K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.14% of Destiny Capital's portfolio in Q1 2026, its #49 holding.
Destiny Capital first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
Destiny Capital's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $285K in Q4 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 Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.