EH
MDYV icon

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

Equitable Holdings’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 		$60.4M Buy
369,007
+72,731
+25% +$6.41M 0.39% 55
2025
Q4 		$25.1M Sell
296,276
-214
-0.1% -$17.9K 0.17% 120
2025
Q3 		$24.7M Sell
296,490
-26,526
-8% -$2.18M 0.18% 114
2025
Q2 		$25.7M Buy
323,016
+32,425
+11% +$2.46M 0.21% 103
2025
Q1 		$22.4M Sell
290,591
-894
-0.3% -$72K 0.21% 99
2024
Q4 		$23.4M Buy
291,485
+40
+0% +$3.29K 0.22% 96
2024
Q3 		$23.2M Buy
291,445
+119,189
+69% +$9.11M 0.22% 95
2024
Q2 		$12.6M Sell
172,256
-3,829
-2% -$281K 0.13% 133
2024
Q1 		$13.4M Buy
176,085
+52,746
+43% +$3.82M 0.15% 116
2023
Q4 		$9.05M Buy
123,339
+32,862
+36% +$2.17M 0.11% 149
2023
Q3 		$5.87M Sell
90,477
-6,225
-6% -$427K 0.08% 179
2023
Q2 		$6.65M Buy
96,702
+1,322
+1% +$86.4K 0.1% 155
2023
Q1 		$6.3M Buy
95,380
+900
+1% +$61.8K 0.1% 152
2022
Q4 		$6.11M Buy
94,480
+7,168
+8% +$460K 0.11% 142
2022
Q3 		$5.05M Buy
87,312
+153
+0.2% +$9.76K 0.1% 155
2022
Q2 		$5.27M Buy
87,159
+1,292
+2% +$84.6K 0.1% 143
2022
Q1 		$6.04M Buy
85,867
+487
+0.6% +$33.7K 0.1% 137
2021
Q4 		$6.07M Buy
85,380
+10,514
+14% +$735K 0.1% 144
2021
Q3 		$4.96M Hold
74,866
– – 0.08% 144
2021
Q2 		$5.05M Buy
74,866
+3,314
+5% +$227K 0.09% 141
2021
Q1 		$4.68M Buy
71,552
+15,825
+28% +$971K 0.1% 141
2020
Q4 		$3.09M Sell
55,727
-123
-0.2% -$6.21K 0.07% 171
2020
Q3 		$2.42M Buy
55,850
+6,569
+13% +$291K 0.06% 182
2020
Q2 		$2.1M Sell
49,281
-336
-0.7% -$13.5K 0.06% 195
2020
Q1 		$1.75M Buy
49,617
+3,429
+7% +$165K 0.06% 187
2019
Q4 		$2.53M Buy
+46,188
New +$2.44M 0.07% 158

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

Equitable Holdings's MDYV Position: Q1 2026 in Review

Equitable Holdings increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 25% in Q1 2026, buying an estimated $6.41M and bringing the position to 369,007 shares worth $60.4M. The position accounts for 0.39% of the portfolio, ranked #55.

Equitable Holdings first reported a position in MDYV in Q4 2019 and has held it in 26 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Equitable Holdings held 369,007 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $60.4M as of Q1 2026.
  • Equitable Holdings bought 72,731 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $6.41M.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.39% of Equitable Holdings's portfolio in Q1 2026, its #55 holding.
  • Equitable Holdings first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 26 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 Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.