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Freedom Investment Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Freedom Investment Management’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 		$663K Sell
7,788
-78
-1% -$6.88K 0.2% 47
2025
Q4 		$666K Buy
7,866
+188
+2% +$15.7K 0.19% 49
2025
Q3 		$640K Sell
7,678
-52,065
-87% -$4.29M 0.17% 63
2025
Q2 		$4.75M Sell
59,743
-420
-0.7% -$31.8K 0.38% 48
2025
Q1 		$4.64M Sell
60,163
-4,764
-7% -$384K 0.39% 50
2024
Q4 		$5.21M Sell
64,927
-748
-1% -$61.5K 0.43% 44
2024
Q3 		$5.22M Sell
65,675
-6,901
-10% -$527K 0.42% 45
2024
Q2 		$5.29M Sell
72,576
-4,630
-6% -$340K 0.43% 46
2024
Q1 		$5.87M Sell
77,206
-14,590
-16% -$1.06M 0.47% 40
2023
Q4 		$6.74M Sell
91,796
-3,570
-4% -$236K 0.55% 34
2023
Q3 		$6.19M Sell
95,366
-7,679
-7% -$527K 0.76% 21
2023
Q2 		$7.09M Sell
103,045
-21,910
-18% -$1.43M 0.8% 15
2023
Q1 		$8.26M Sell
124,955
-6,718
-5% -$461K 0.93% 10
2022
Q4 		$8.52M Sell
131,673
-2,105
-2% -$135K 0.96% 7
2022
Q3 		$7.74M Sell
133,778
-5,379
-4% -$343K 0.89% 10
2022
Q2 		$8.42M Buy
139,157
+6,337
+5% +$415K 0.9% 8
2022
Q1 		$9.35M Sell
132,820
-167,729
-56% -$11.6M 0.84% 10
2021
Q4 		$21.4M Sell
300,549
-11,206
-4% -$784K 1.57% 5
2021
Q3 		$20.6M Sell
311,755
-4,133
-1% -$278K 1.58% 5
2021
Q2 		$21.3M Buy
315,888
+5,238
+2% +$359K 1.59% 3
2021
Q1 		$20.3M Buy
310,650
+65,359
+27% +$4.01M 1.58% 3
2020
Q4 		$13.6M Buy
245,291
+187,491
+324% +$9.46M 1.5% 9
2020
Q3 		$2.51M Sell
57,800
-1,585
-3% -$70.3K 0.27% 79
2020
Q2 		$2.53M Sell
59,385
-6,982
-11% -$281K 0.28% 76
2020
Q1 		$3.56M Sell
66,367
-1,040
-2% -$50.1K 0.32% 70
2019
Q4 		$3.69M Sell
67,407
-3,292
-5% -$174K 0.33% 64
2019
Q3 		$3.63M Sell
70,699
-2,108
-3% -$106K 0.32% 58
2019
Q2 		$3.74M Sell
72,807
-1,618
-2% -$82.4K 0.31% 58
2019
Q1 		$3.75M Sell
74,425
-453
-0.6% -$22.5K 0.3% 64
2018
Q4 		$3.32M Buy
74,878
+19,416
+35% +$954K 0.26% 61
2018
Q3 		$3.01M Sell
55,462
-2,327
-4% -$125K 0.19% 89
2018
Q2 		$3.01M Sell
57,789
-7,455
-11% -$383K 0.18% 91
2018
Q1 		$3.25M Buy
65,244
+55,552
+573% +$2.83M 0.17% 93
2017
Q4 		$498K Sell
9,692
-1,132
-10% -$57.2K 0.03% 633
2017
Q3 		$536K Buy
10,824
+790
+8% +$38K 0.03% 560
2017
Q2 		$483K Sell
10,034
-526
-5% -$25.2K 0.03% 579
2017
Q1 		$509K Buy
10,560
+332
+3% +$16K 0.03% 536
2016
Q4 		$480K Sell
10,228
-226
-2% -$10.1K 0.03% 496
2016
Q3 		$451K Sell
10,454
-1,236
-11% -$52.9K 0.03% 487
2016
Q2 		$484K Buy
11,690
+1,768
+18% +$72.2K 0.03% 423
2016
Q1 		$399K Sell
9,922
-812
-8% -$29.8K 0.03% 469
2015
Q4 		$408K Sell
10,734
-7,406
-41% -$297K 0.03% 463
2015
Q3 		$371K Buy
18,140
+8,202
+83% +$335K 0.04% 411
2015
Q2 		$427K Buy
9,938
+646
+7% +$28.4K 0.04% 390
2015
Q1 		$405K Buy
9,292
+134
+1% +$5.72K 0.04% 382
2014
Q4 		$391K Sell
9,158
-802
-8% -$33.7K 0.05% 339
2014
Q3 		$409K Buy
9,960
+944
+10% +$40.1K 0.07% 271
2014
Q2 		$389K Buy
9,016
+574
+7% +$23.8K 0.07% 279
2014
Q1 		$346K Sell
8,442
-312
-4% -$12.4K 0.07% 264
2013
Q4 		$346K Sell
8,754
-280
-3% -$10.7K 0.09% 252
2013
Q3 		$332K Buy
9,034
+84
+0.9% +$3.05K 0.09% 195
2013
Q2 		$311K Buy
+8,950
New +$308K 0.11% 171

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Freedom Investment Management's MDYV Position: Q1 2026 in Review

Freedom Investment Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.99% in Q1 2026, selling an estimated $6.88K and leaving 7,788 shares worth $663K. The position accounts for 0.2% of the portfolio, ranked #47.

Freedom Investment Management first reported a position in MDYV in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.4M in Q4 2021. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Freedom Investment Management held 7,788 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $663K as of Q1 2026.
  • Freedom Investment Management sold 78 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $6.88K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.2% of Freedom Investment Management's portfolio in Q1 2026, its #47 holding.
  • Freedom Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Freedom Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $21.4M in Q4 2021.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.