EP Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

EP Wealth Advisors’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	$1.28M	Sell	15,047 -4,106	-21%	-$362K	0.01%	570
2025 Q4	$1.62M	Buy	+19,153	New	+$1.6M	0.01%	491
2025 Q2	$1.61M	Sell	20,305 -16,858	-45%	-$1.28M	0.01%	459
2025 Q1	$2.86M	Sell	37,163 -40,780	-52%	-$3.28M	0.02%	305
2024 Q4	$6.25M	Buy	77,943 +71,869	+1,183%	+$5.9M	0.05%	192
2024 Q3	$483K	Buy	6,074 +4,544	+297%	+$347K	﹤0.01%	707
2024 Q2	$112K	Hold	1,530	–	–	﹤0.01%	823
2024 Q1	$116K	Buy	1,530 +85	+6%	+$6.16K	﹤0.01%	793
2023 Q4	$106K	Buy	+1,445	New	+$95.6K	﹤0.01%	787
2023 Q2	–	Sell	-6,479	Closed	-$443K	–	705
2023 Q1	$443K	Sell	6,479 -205,627	-97%	-$14.1M	0.01%	419
2022 Q4	$13.7M	Buy	212,106 +19,216	+10%	+$1.23M	0.25%	74
2022 Q3	$11.2M	Buy	+192,890	New	+$12.3M	0.25%	73
2020 Q1	–	Sell	-6,776	Closed	-$371K	–	409
2019 Q4	$371K	Buy	+6,776	New	+$357K	0.02%	309
2015 Q1	–	Sell	-7,580	Closed	-$323K	–	140
2014 Q4	$323K	Buy	+7,580	New	+$319K	0.05%	102
2014 Q1	–	Sell	-15,110	Closed	-$597K	–	125
2013 Q4	$597K	Buy	+15,110	New	+$578K	0.15%	64

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return

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 $4.02B AUM 20% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

EP Wealth Advisors's MDYV Position: Q1 2026 in Review

EP Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 21% in Q1 2026, selling an estimated $362K and leaving 15,047 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #570.

EP Wealth Advisors first reported a position in MDYV in Q4 2013 and has held it in 15 quarters since. The position peaked at $13.7M in Q4 2022. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

EP Wealth Advisors held 15,047 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.28M as of Q1 2026.
EP Wealth Advisors sold 4,106 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $362K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #570 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2013 and has held it in 15 quarters since.
EP Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $13.7M in Q4 2022.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.