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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
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 $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
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

Empowered Funds's MDYV Position: Q1 2026 in Review

Empowered Funds increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.63% in Q1 2026, buying an estimated $22.5K and bringing the position to 40,599 shares worth $3.46M. The position accounts for 0.02% of the portfolio, ranked #814.

Empowered Funds first reported a position in MDYV in Q4 2025 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Empowered Funds held 40,599 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.46M as of Q1 2026.
  • Empowered Funds bought 255 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $22.5K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #814 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 2 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.