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

First Pacific Financial’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 Q3	$32.4M	Sell	365,602 -712	-0.2%	-$67.1K	3.31%	7
2026 Q2	$34.7M	Sell	366,314 -762	-0.2%	-$69.3K	4.14%	6
2026 Q1	$31.3M	Sell	367,076 -2,674	-0.7%	-$236K	4.03%	6
2025 Q4	$31.3M	Buy	369,750 +6,680	+2%	+$559K	4.09%	5
2025 Q3	$30.3M	Buy	363,070 +4,084	+1%	+$336K	4.21%	5
2025 Q2	$28.5M	Buy	358,986 +5,805	+2%	+$440K	4.2%	5
2025 Q1	$27.2M	Buy	353,181 +3,311	+0.9%	+$267K	5.52%	4
2024 Q4	$28.1M	Sell	349,870 -8,903	-2%	-$731K	6.53%	4
2024 Q3	$28.5M	Sell	358,773 -303	-0.1%	-$23.1K	6.67%	3
2024 Q2	$26.2M	Buy	359,076 +9,716	+3%	+$713K	6.73%	3
2024 Q1	$26.6M	Buy	349,360 +6,502	+2%	+$471K	7.42%	2
2023 Q4	$25.2M	Buy	342,858 +382	+0.1%	+$25.3K	7.69%	2
2023 Q3	$22.2M	Buy	342,476 +3,764	+1%	+$258K	9.9%	2
2023 Q2	$23.3M	Buy	338,712 +10,278	+3%	+$672K	9.89%	2
2023 Q1	$21.7M	Buy	328,434 +1,785	+0.5%	+$123K	10.05%	2
2022 Q4	$21.1M	Buy	326,649 +18,862	+6%	+$1.21M	10.43%	2
2022 Q3	$17.8M	Buy	307,787 +646	+0.2%	+$41.2K	10.23%	2
2022 Q2	$18.6M	Sell	307,141 -7,833	-2%	-$513K	8.73%	2
2022 Q1	$22.2M	Sell	314,974 -2,132	-0.7%	-$148K	11.39%	2
2021 Q4	$22.5M	Sell	317,106 -3,456	-1%	-$242K	10.87%	2
2021 Q3	$21.2M	Buy	320,562 +6,888	+2%	+$464K	11.25%	2
2021 Q2	$21.2M	Sell	313,674 -6,390	-2%	-$438K	11.69%	2
2021 Q1	$20.9M	Sell	320,064 -24,349	-7%	-$1.49M	13.06%	2
2020 Q4	$19.1M	Sell	344,413 -10,793	-3%	-$545K	11.68%	3
2020 Q3	$15.4M	Buy	+355,206	New	+$15.7M	13.54%	3

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

First Pacific Financial's MDYV Position: Q3 2026 in Review

First Pacific Financial reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.19% in Q3 2026, selling an estimated $67.1K and leaving 365,602 shares worth $32.4M. The position accounts for 3.31% of the portfolio, ranked #7.

First Pacific Financial first reported a position in MDYV in Q3 2020 and has held it in 25 quarters since. The position peaked at $34.7M in Q2 2026. 115 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

First Pacific Financial held 365,602 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $32.4M as of Q3 2026.
First Pacific Financial sold 712 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $67.1K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 3.31% of First Pacific Financial's portfolio in Q3 2026, its #7 holding.
First Pacific Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2020 and has held it in 25 quarters since.
First Pacific Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $34.7M in Q2 2026.
115 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.