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

Farther Finance 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 Q2	$1.9M	Buy	19,980 +5,185	+35%	+$472K	0.01%	773
2026 Q1	$1.27M	Sell	14,795 -1,321	-8%	-$116K	0.01%	850
2025 Q4	$1.36M	Sell	16,116 -1,585	-9%	-$133K	0.01%	743
2025 Q3	$1.48M	Sell	17,701 -2,205	-11%	-$182K	0.02%	565
2025 Q2	$1.58M	Sell	19,906 -2,359	-11%	-$179K	0.03%	436
2025 Q1	$1.72M	Buy	22,265 +1,776	+9%	+$143K	0.04%	340
2024 Q4	$1.64M	Sell	20,489 -3,236	-14%	-$266K	0.06%	253
2024 Q3	$1.89M	Sell	23,725 -5,132	-18%	-$392K	0.07%	216
2024 Q2	$2.09M	Buy	28,857 +367	+1%	+$26.9K	0.1%	163
2024 Q1	$2.15M	Sell	28,490 -4,264	-13%	-$309K	0.13%	133
2023 Q4	$2.4M	Sell	32,754 -1,061	-3%	-$70.2K	0.17%	112
2023 Q3	$2.19M	Sell	33,815 -11,945	-26%	-$820K	0.34%	58
2023 Q2	$3.15M	Sell	45,760 -9,347	-17%	-$611K	0.69%	27
2023 Q1	$3.64M	Sell	55,107 -1,344	-2%	-$92.3K	1.07%	15
2022 Q4	$3.65M	Buy	+56,451	New	+$3.62M	1.42%	9

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Farther Finance Advisors's MDYV Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 35% in Q2 2026, buying an estimated $472K and bringing the position to 19,980 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #773.

Farther Finance Advisors first reported a position in MDYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.65M in Q4 2022. 128 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Farther Finance Advisors held 19,980 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.9M as of Q2 2026.
Farther Finance Advisors bought 5,185 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $472K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #773 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.65M in Q4 2022.
128 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.