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

Flagstar 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 Q3	$438K	Buy	4,951 +309	+7%	+$29.1K	0.13%	135
2026 Q2	$440K	Sell	4,642 -556	-11%	-$50.6K	0.13%	136
2026 Q1	$443K	Sell	5,198 -138	-3%	-$12.2K	0.16%	118
2025 Q4	$452K	Buy	5,336 +207	+4%	+$17.3K	0.15%	121
2025 Q3	$428K	Buy	5,129 +12	+0.2%	+$988	0.13%	129
2025 Q2	$406K	Buy	5,117 +971	+23%	+$73.5K	0.11%	142
2025 Q1	$319K	Buy	4,146 +1,054	+34%	+$84.9K	0.08%	172
2024 Q4	$248K	Buy	3,092 +7	+0.2%	+$575	0.06%	189
2024 Q3	$245K	Sell	3,085 -124	-4%	-$9.47K	0.06%	189
2024 Q2	$234K	Buy	3,209 +7	+0.2%	+$514	0.06%	181
2024 Q1	$243K	Buy	+3,202	New	+$232K	0.07%	171

Other funds holding MDYV

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

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 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

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

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

Flagstar Advisors's MDYV Position: Q3 2026 in Review

Flagstar Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 6.7% in Q3 2026, buying an estimated $29.1K and bringing the position to 4,951 shares worth $438K. The position accounts for 0.13% of the portfolio, ranked #135.

Flagstar Advisors first reported a position in MDYV in Q1 2024 and has held it in 11 quarters since. The position peaked at $452K in Q4 2025. 165 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Flagstar Advisors held 4,951 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $438K as of Q3 2026.
Flagstar Advisors bought 309 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $29.1K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.13% of Flagstar Advisors's portfolio in Q3 2026, its #135 holding.
Flagstar Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
Flagstar Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $452K in Q4 2025.
165 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.