EF
MDYV icon

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

Empowered Funds’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 		$3.83M Sell
40,359
-240
-0.6% -$21.8K 0.02% 836
2026
Q1 		$3.46M Buy
40,599
+255
+0.6% +$22.5K 0.02% 814
2025
Q4 		$3.42M Buy
+40,344
New +$3.38M 0.06% 348

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

Empowered Funds's MDYV Position: Q2 2026 in Review

Empowered Funds reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.59% in Q2 2026, selling an estimated $21.8K and leaving 40,359 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #836.

Empowered Funds first reported a position in MDYV in Q4 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Empowered Funds held 40,359 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.83M as of Q2 2026.
  • Empowered Funds sold 240 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $21.8K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #836 holding.
  • Empowered Funds first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.