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

Fortis Capital 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
Q2 		$532K Sell
5,606
-134
-2% -$12.2K 0.06% 240
2026
Q1 		$489K Sell
5,740
-246
-4% -$21.7K 0.06% 231
2025
Q4 		$507K Sell
5,986
-119
-2% -$9.96K 0.07% 195
2025
Q3 		$509K Sell
6,105
-105
-2% -$8.65K 0.08% 179
2025
Q2 		$493K Sell
6,210
-813
-12% -$61.6K 0.09% 159
2025
Q1 		$541K Buy
+7,023
New +$566K 0.11% 152

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Fortis Capital Advisors's MDYV Position: Q2 2026 in Review

Fortis Capital Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.3% in Q2 2026, selling an estimated $12.2K and leaving 5,606 shares worth $532K. The position accounts for 0.06% of the portfolio, ranked #240.

Fortis Capital Advisors first reported a position in MDYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $541K in Q1 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Fortis Capital Advisors held 5,606 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $532K as of Q2 2026.
  • Fortis Capital Advisors sold 134 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $12.2K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.06% of Fortis Capital Advisors's portfolio in Q2 2026, its #240 holding.
  • Fortis Capital Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Fortis Capital Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $541K in Q1 2025.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.