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

Eclectic Associates’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	$526K	Sell	5,947 -1,542	-21%	-$145K	0.06%	100
2026 Q2	$710K	Sell	7,489 -1,312	-15%	-$119K	0.08%	92
2026 Q1	$749K	Buy	8,801 +105	+1%	+$9.26K	0.1%	87
2025 Q4	$736K	Hold	8,696	–	–	0.11%	82
2025 Q3	$725K	Hold	8,696	–	–	0.13%	76
2025 Q2	$691K	Sell	8,696 -259	-3%	-$19.6K	0.15%	76
2025 Q1	$690K	Sell	8,955 -481	-5%	-$38.7K	0.18%	76
2024 Q4	$757K	Sell	9,436 -245	-3%	-$20.1K	0.22%	74
2024 Q3	$769K	Sell	9,681 -395	-4%	-$30.2K	0.3%	52
2024 Q2	$735K	Sell	10,076 -542	-5%	-$39.8K	0.33%	47
2024 Q1	$807K	Sell	10,618 -355	-3%	-$25.7K	0.37%	45
2023 Q4	$805K	Sell	10,973 -172	-2%	-$11.4K	0.39%	43
2023 Q3	$723K	Hold	11,145	–	–	0.37%	42
2023 Q2	$767K	Hold	11,145	–	–	0.38%	41
2023 Q1	$736K	Sell	11,145 -412	-4%	-$28.3K	0.38%	40
2022 Q4	$748K	Hold	11,557	–	–	0.36%	44
2022 Q3	$668K	Sell	11,557 -1,153	-9%	-$73.6K	0.44%	35
2022 Q2	$769K	Sell	12,710 -375	-3%	-$24.6K	0.52%	35
2022 Q1	$921K	Sell	13,085 -125	-0.9%	-$8.66K	0.59%	33
2021 Q4	$939K	Hold	13,210	–	–	0.6%	33
2021 Q3	$875K	Hold	13,210	–	–	0.64%	33
2021 Q2	$892K	Sell	13,210 -437	-3%	-$30K	0.67%	32
2021 Q1	$893K	Hold	13,647	–	–	0.74%	30
2020 Q4	$757K	Buy	+13,647	New	+$689K	0.72%	32

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Eclectic Associates's MDYV Position: Q3 2026 in Review

Eclectic Associates reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 21% in Q3 2026, selling an estimated $145K and leaving 5,947 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #100.

Eclectic Associates first reported a position in MDYV in Q4 2020 and has held it in 24 quarters since. The position peaked at $939K in Q4 2021. 112 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Eclectic Associates held 5,947 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $526K as of Q3 2026.
Eclectic Associates sold 1,542 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $145K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.06% of Eclectic Associates's portfolio in Q3 2026, its #100 holding.
Eclectic Associates first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
Eclectic Associates's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $939K in Q4 2021.
112 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.