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

Diligent Investors’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	$6.05M	Sell	63,836 -642	-1%	-$58.4K	1.35%	10
2026 Q1	$5.49M	Sell	64,478 -766	-1%	-$67.5K	1.36%	9
2025 Q4	$5.52M	Sell	65,244 -3,169	-5%	-$265K	1.36%	10
2025 Q3	$5.71M	Sell	68,413 -2,216	-3%	-$182K	1.44%	10
2025 Q2	$5.61M	Sell	70,629 -5,691	-7%	-$431K	1.33%	13
2025 Q1	$5.88M	Sell	76,320 -9,259	-11%	-$746K	1.43%	8
2024 Q4	$6.86M	Buy	85,579 +725	+0.9%	+$59.6K	1.57%	6
2024 Q3	$6.74M	Sell	84,854 -1,403	-2%	-$107K	1.56%	7
2024 Q2	$6.29M	Sell	86,257 -3,928	-4%	-$288K	1.56%	7
2024 Q1	$6.85M	Sell	90,185 -654	-0.7%	-$47.4K	1.72%	8
2023 Q4	$6.67M	Sell	90,839 -6,927	-7%	-$458K	1.83%	7
2023 Q3	$6.34M	Sell	97,766 -11,559	-11%	-$793K	1.94%	8
2023 Q2	$7.52M	Sell	109,325 -1,163	-1%	-$76K	2.22%	7
2023 Q1	$7.3M	Sell	110,488 -898	-0.8%	-$61.6K	2.25%	7
2022 Q4	$7.21M	Sell	111,386 -45	-0%	-$2.89K	2.35%	7
2022 Q3	$6.44M	Buy	111,431 +1,730	+2%	+$110K	2.3%	8
2022 Q2	$6.64M	Sell	109,701 -2	-0%	-$131	2.27%	7
2022 Q1	$7.72M	Buy	109,703 +6,220	+6%	+$431K	2.24%	7
2021 Q4	$7.36M	Buy	103,483 +20,826	+25%	+$1.46M	2.06%	9
2021 Q3	$5.58M	Hold	82,657	–	–	1.9%	11
2021 Q2	$5.58M	Buy	82,657 +13,413	+19%	+$920K	1.89%	11
2021 Q1	$4.53M	Buy	69,244 +2,413	+4%	+$148K	1.65%	12
2020 Q4	$3.71M	Buy	66,831 +354	+0.5%	+$17.9K	1.49%	14
2020 Q3	$2.88M	Sell	66,477 -2,350	-3%	-$104K	1.32%	17
2020 Q2	$2.93M	Sell	68,827 -500	-0.7%	-$20.1K	1.44%	15
2020 Q1	$2.44M	Buy	69,327 +3,825	+6%	+$184K	1.46%	15
2019 Q4	$3.59M	Buy	65,502 +5,746	+10%	+$303K	1.62%	13
2019 Q3	$3.07M	Buy	59,756 +1,274	+2%	+$64.3K	1.5%	14
2019 Q2	$3M	Buy	58,482 +17,632	+43%	+$898K	1.49%	13
2019 Q1	$2.06M	Buy	40,850 +1,632	+4%	+$81.1K	1.17%	20
2018 Q4	$1.74M	Sell	39,218 -2,119	-5%	-$104K	1.14%	23
2018 Q3	$2.22M	Buy	41,337 +1,696	+4%	+$91K	1.22%	21
2018 Q2	$2.06M	Buy	39,641 +3,901	+11%	+$200K	1.26%	17
2018 Q1	$1.78M	Buy	35,740 +6,592	+23%	+$336K	1.07%	21
2017 Q4	$1.5M	Buy	29,148 +23,686	+434%	+$1.2M	0.96%	25
2017 Q3	$270K	Buy	+5,462	New	+$262K	0.2%	133

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

Diligent Investors's MDYV Position: Q2 2026 in Review

Diligent Investors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1% in Q2 2026, selling an estimated $58.4K and leaving 63,836 shares worth $6.05M. The position accounts for 1.35% of the portfolio, ranked #10.

Diligent Investors first reported a position in MDYV in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.72M in Q1 2022. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Diligent Investors held 63,836 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $6.05M as of Q2 2026.
Diligent Investors sold 642 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $58.4K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 1.35% of Diligent Investors's portfolio in Q2 2026, its #10 holding.
Diligent Investors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2017 and has held it in 36 quarters since.
Diligent Investors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $7.72M in Q1 2022.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.