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

Diversified Management’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
Q3 		$229K Buy
2,584
+2
+0.1% +$188 0.04% 227
2026
Q2 		$245K Buy
2,582
+2
+0.1% +$182 0.05% 159
2026
Q1 		$220K Buy
2,580
+2
+0.1% +$176 0.04% 249
2025
Q4 		$218K Buy
+2,578
New +$216K 0.05% 168

Other funds holding MDYV

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Diversified Management's MDYV Position: Q3 2026 in Review

Diversified Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.08% in Q3 2026, buying an estimated $188 and bringing the position to 2,584 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #227.

Diversified Management first reported a position in MDYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $245K in Q2 2026. 39 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

  • Diversified Management held 2,584 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $229K as of Q3 2026.
  • Diversified Management bought 2 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $188.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Diversified Management's portfolio in Q3 2026, its #227 holding.
  • Diversified Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $245K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.