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Fidelis Capital Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Fidelis Capital Partners’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 		$1.95M Sell
22,857
-7,567
-25% -$667K 0.14% 129
2025
Q4 		$2.58M Sell
30,424
-2,693
-8% -$225K 0.19% 100
2025
Q3 		$2.76M Hold
33,117
– – 0.22% 87
2025
Q2 		$2.63M Buy
33,117
+10,003
+43% +$757K 0.24% 75
2025
Q1 		$1.7M Buy
23,114
+548
+2% +$44.1K 0.18% 100
2024
Q4 		$1.85M Buy
+22,566
New +$1.85M 0.19% 97

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

Fidelis Capital Partners's MDYV Position: Q1 2026 in Review

Fidelis Capital Partners reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 25% in Q1 2026, selling an estimated $667K and leaving 22,857 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #129.

Fidelis Capital Partners first reported a position in MDYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.76M in Q3 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Fidelis Capital Partners held 22,857 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.95M as of Q1 2026.
  • Fidelis Capital Partners sold 7,567 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $667K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.14% of Fidelis Capital Partners's portfolio in Q1 2026, its #129 holding.
  • Fidelis Capital Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Fidelis Capital Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.76M in Q3 2025.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.