GRP
MDYV icon

Global Retirement Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Global Retirement Partners’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 		$1.06M Buy
+11,167
New +$1.02M 0.02% 724
2025
Q4 		$905K Buy
10,686
+6
+0.1% +$502 0.02% 703
2025
Q3 		$891K Sell
10,680
-2,273
-18% -$187K 0.02% 576
2025
Q2 		$1.03M Buy
+12,953
New +$981K 0.03% 510
2024
Q4 		$1.18M Buy
14,745
+2,973
+25% +$244K 0.03% 409
2024
Q3 		$935K Sell
11,772
-24,702
-68% -$1.89M 0.03% 458
2024
Q2 		$2.66M Buy
36,474
+27,662
+314% +$2.03M 0.08% 226
2024
Q1 		$670K Buy
8,812
+1,861
+27% +$135K 0.03% 458
2023
Q4 		$493K Buy
6,951
+2,336
+51% +$154K 0.02% 501
2023
Q3 		$291K Sell
4,615
-596
-11% -$40.9K 0.01% 551
2023
Q2 		$358K Sell
5,211
-5,420
-51% -$354K 0.02% 524
2023
Q1 		$682K Buy
10,631
+6,020
+131% +$413K 0.04% 377
2022
Q4 		$298K Buy
4,611
+6
+0.1% +$385 0.02% 490
2022
Q3 		$297K Buy
4,605
+114
+3% +$7.27K 0.02% 472
2022
Q2 		$272K Sell
4,491
-404
-8% -$26.5K 0.02% 497
2022
Q1 		$313K Buy
+4,895
New +$339K 0.02% 457
2021
Q4 		– Sell
-653
Closed -$43K – 1170
2021
Q3 		$43K Buy
653
+51
+8% +$3.44K ﹤0.01% 905
2021
Q2 		$41K Buy
602
+401
+200% +$27.5K ﹤0.01% 935
2021
Q1 		$13K Buy
+201
New +$12.3K ﹤0.01% 1227
2020
Q3 		– Sell
-48
Closed -$2K – 1679
2020
Q2 		$2K Buy
+48
New +$1.93K ﹤0.01% 1464

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

Global Retirement Partners's MDYV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 11,167 shares worth $1.06M. The stake represents 0.02% of the portfolio and ranks #724 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MDYV as recently as Q4 2025.

Global Retirement Partners first reported a position in MDYV in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.66M in Q2 2024. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Global Retirement Partners held 11,167 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.06M as of Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #724 holding.
  • Global Retirement Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.66M in Q2 2024.
  • 384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.