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MDYV icon

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

HFG 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 		$1.25M Buy
14,701
+1,517
+12% +$134K 0.88% 33
2025
Q4 		$1.12M Buy
13,184
+328
+3% +$27.5K 0.81% 36
2025
Q3 		$1.07M Sell
12,856
-17
-0.1% -$1.4K 0.79% 35
2025
Q2 		$1.02M Buy
12,873
+33
+0.3% +$2.5K 0.81% 34
2025
Q1 		$989K Sell
12,840
-233
-2% -$18.8K 0.85% 34
2024
Q4 		$1.05M Buy
13,073
+1,493
+13% +$123K 0.92% 34
2024
Q3 		$920K Sell
11,580
-100
-0.9% -$7.64K 0.81% 37
2024
Q2 		$852K Sell
11,680
-40
-0.3% -$2.94K 0.8% 38
2024
Q1 		$891K Buy
11,720
+23
+0.2% +$1.67K 0.79% 35
2023
Q4 		$858K Buy
11,697
+538
+5% +$35.6K 0.83% 35
2023
Q3 		$724K Sell
11,159
-4
-0% -$274 0.79% 35
2023
Q2 		$768K Buy
11,163
+1,098
+11% +$71.8K 0.81% 36
2023
Q1 		$665K Sell
10,065
-36
-0.4% -$2.47K 0.76% 38
2022
Q4 		$654K Sell
10,101
-1,192
-11% -$76.5K 0.77% 38
2022
Q3 		$653K Buy
11,293
+134
+1% +$8.55K 0.91% 34
2022
Q2 		$675K Buy
+11,159
New +$731K 0.91% 31

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

HFG Advisors's MDYV Position: Q1 2026 in Review

HFG Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 12% in Q1 2026, buying an estimated $134K and bringing the position to 14,701 shares worth $1.25M. The position accounts for 0.88% of the portfolio, ranked #33.

HFG Advisors first reported a position in MDYV in Q2 2022 and has held it in 16 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • HFG Advisors held 14,701 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.25M as of Q1 2026.
  • HFG Advisors bought 1,517 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $134K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.88% of HFG Advisors's portfolio in Q1 2026, its #33 holding.
  • HFG Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.