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MDYV icon

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

Harbour Investments’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 		$611K Buy
7,170
+4,819
+205% +$425K 0.01% 962
2025
Q4 		$199K Sell
2,351
-372
-14% -$31.1K ﹤0.01% 1282
2025
Q3 		$227K Buy
2,723
+1
+0% +$82 0.01% 1179
2025
Q2 		$216K Buy
2,722
+27
+1% +$2.04K 0.01% 1139
2025
Q1 		$208K Sell
2,695
-6
-0.2% -$483 0.01% 1083
2024
Q4 		$217K Buy
2,701
+3
+0.1% +$246 0.01% 1002
2024
Q3 		$214K Buy
2,698
+30
+1% +$2.29K 0.01% 985
2024
Q2 		$195K Sell
2,668
-423
-14% -$31K 0.01% 961
2024
Q1 		$235K Sell
3,091
-320
-9% -$23.2K 0.01% 859
2023
Q4 		$250K Buy
3,411
+246
+8% +$16.3K 0.01% 778
2023
Q3 		$205K Buy
3,165
+2
+0.1% +$137 0.01% 782
2023
Q2 		$218K Buy
3,163
+4
+0.1% +$261 0.01% 764
2023
Q1 		$209K Sell
3,159
-830
-21% -$57K 0.01% 756
2022
Q4 		$258K Buy
3,989
+882
+28% +$56.6K 0.02% 651
2022
Q3 		$188K Hold
3,107
– – 0.01% 714
2022
Q2 		$188K Buy
+3,107
New +$204K 0.01% 714
2021
Q4 		$219K Sell
3,085
-9,672
-76% -$677K 0.01% 683
2021
Q3 		$845K Sell
12,757
-339
-3% -$22.8K 0.03% 492
2021
Q2 		$884K Buy
13,096
+1,131
+9% +$77.6K 0.03% 489
2021
Q1 		$783K Buy
+11,965
New +$734K 0.03% 465

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

Harbour Investments's MDYV Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 205% in Q1 2026, buying an estimated $425K and bringing the position to 7,170 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #962.

Harbour Investments first reported a position in MDYV in Q1 2021 and has held it in 20 quarters since. The position peaked at $884K in Q2 2021. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Harbour Investments held 7,170 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $611K as of Q1 2026.
  • Harbour Investments bought 4,819 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $425K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #962 holding.
  • Harbour Investments first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $884K in Q2 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 Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.