Financial Engines Advisors
MDYV icon

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

Financial Engines 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 		$102M Sell
1,197,590
-56,489
-5% -$4.98M 0.21% 43
2025
Q4 		$106M Sell
1,254,079
-24,802
-2% -$2.08M 0.2% 42
2025
Q3 		$107M Sell
1,278,881
-8,231
-0.6% -$678K 0.2% 41
2025
Q2 		$102M Sell
1,287,112
-3,760
-0.3% -$285K 0.2% 42
2025
Q1 		$99.5M Sell
1,290,872
-50,058
-4% -$4.03M 0.21% 40
2024
Q4 		$108M Sell
1,340,930
-49,034
-4% -$4.03M 0.23% 40
2024
Q3 		$110M Sell
1,389,964
-318,480
-19% -$24.3M 0.23% 39
2024
Q2 		$125M Buy
1,708,444
+4,532
+0.3% +$333K 0.28% 35
2024
Q1 		$129M Sell
1,703,912
-12,539
-0.7% -$908K 0.29% 35
2023
Q4 		$126M Sell
1,716,451
-7,039
-0.4% -$466K 0.3% 35
2023
Q3 		$112M Buy
1,723,490
+263,227
+18% +$18.1M 0.29% 36
2023
Q2 		$100M Buy
1,460,263
+2,651
+0.2% +$173K 0.25% 39
2023
Q1 		$96.3M Sell
1,457,612
-31,214
-2% -$2.14M 0.26% 39
2022
Q4 		$96.4M Buy
1,488,826
+9,563
+0.6% +$614K 0.28% 41
2022
Q3 		$85.5M Buy
1,479,263
+26,773
+2% +$1.71M 0.28% 39
2022
Q2 		$87.9M Buy
1,452,490
+570,685
+65% +$37.4M 0.27% 39
2022
Q1 		$62.1M Sell
881,805
-19,997
-2% -$1.39M 0.17% 44
2021
Q4 		$64.1M Sell
901,802
-14,242
-2% -$996K 0.17% 45
2021
Q3 		$60.7M Sell
916,044
-30,523
-3% -$2.06M 0.18% 45
2021
Q2 		$63.9M Sell
946,567
-271,835
-22% -$18.6M 0.19% 45
2021
Q1 		$79.7M Sell
1,218,402
-139,495
-10% -$8.56M 0.25% 44
2020
Q4 		$75.4M Sell
1,357,897
-151,968
-10% -$7.67M 0.26% 45
2020
Q3 		$65.5M Sell
1,509,865
-191,628
-11% -$8.49M 0.26% 45
2020
Q2 		$72.5M Sell
1,701,493
-10,370,323
-86% -$418M 0.32% 42
2020
Q1 		$514M Buy
12,071,816
+915,259
+8% +$44.1M 2.76% 12
2019
Q4 		$637M Buy
11,156,557
+428,955
+4% +$22.6M 3.08% 10
2019
Q3 		$582M Buy
10,727,602
+6,934
+0.1% +$350K 3.13% 10
2019
Q2 		$582M Sell
10,720,668
-155,377
-1% -$7.92M 3.4% 10
2019
Q1 		$572M Buy
10,876,045
+4,949,298
+84% +$246M 3.12% 11
2018
Q4 		$272M Sell
5,926,747
-318,497
-5% -$15.6M 1.88% 13
2018
Q3 		$349M Buy
6,245,244
+1,343,739
+27% +$72.1M 6.66% 6
2018
Q2 		$255M Buy
4,901,505
+4,900,555
+515,848% +$252M 6.06% 4
2018
Q1 		$47K Sell
950
-2,060
-68% -$105K ﹤0.01% 72
2017
Q4 		$155K Sell
3,010
-1,130
-27% -$57.1K ﹤0.01% 60
2017
Q3 		$205K Buy
+4,140
New +$199K 0.01% 62

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
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
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

Financial Engines Advisors's MDYV Position: Q1 2026 in Review

Financial Engines Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.5% in Q1 2026, selling an estimated $4.98M and leaving 1,197,590 shares worth $102M. The position accounts for 0.21% of the portfolio, ranked #43.

Financial Engines Advisors first reported a position in MDYV in Q3 2017 and has held it in 35 quarters since. The position peaked at $637M in Q4 2019. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Financial Engines Advisors held 1,197,590 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $102M as of Q1 2026.
  • Financial Engines Advisors sold 56,489 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $4.98M.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.21% of Financial Engines Advisors's portfolio in Q1 2026, its #43 holding.
  • Financial Engines Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2017 and has held it in 35 quarters since.
  • Financial Engines Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $637M in Q4 2019.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

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