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

Florida Financial 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	$814K	Buy	9,557 +2,193	+30%	+$193K	0.19%	127
2025 Q4	$617K	Sell	7,364 -43	-0.6%	-$3.6K	0.17%	128
2025 Q3	$618K	Sell	7,407 -9,893	-57%	-$815K	0.19%	122
2025 Q2	$1.38M	Sell	17,300 -6,276	-27%	-$475K	0.46%	47
2025 Q1	$1.75M	Buy	23,576 +9,251	+65%	+$745K	0.69%	29
2024 Q4	$1.15M	Buy	14,325 +2,923	+26%	+$240K	0.51%	37
2024 Q3	$906K	Buy	11,402 +1,697	+17%	+$130K	0.47%	43
2024 Q2	$708K	Buy	+9,705	New	+$712K	0.42%	46

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Florida Financial Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 30% in Q1 2026, buying an estimated $193K and bringing the position to 9,557 shares worth $814K. The position accounts for 0.19% of the portfolio, ranked #127.

Florida Financial Advisors first reported a position in MDYV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q1 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Florida Financial Advisors held 9,557 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $814K as of Q1 2026.
Florida Financial Advisors bought 2,193 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $193K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.19% of Florida Financial Advisors's portfolio in Q1 2026, its #127 holding.
Florida Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Florida Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.75M in Q1 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 Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.