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

HighTower 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	$26.3M	Sell	308,337 -5,572	-2%	-$491K	0.03%	529
2025 Q4	$26.6M	Buy	313,909 +43,115	+16%	+$3.61M	0.03%	516
2025 Q3	$22.6M	Sell	270,794 -1,165	-0.4%	-$95.9K	0.03%	551
2025 Q2	$21.6M	Buy	271,959 +29,789	+12%	+$2.26M	0.03%	542
2025 Q1	$18.7M	Buy	242,170 +7,281	+3%	+$586K	0.03%	558
2024 Q4	$18.8M	Buy	234,889 +4,731	+2%	+$389K	0.03%	542
2024 Q3	$18.3M	Buy	230,158 +5,996	+3%	+$458K	0.03%	541
2024 Q2	$16.4M	Buy	224,162 +4,635	+2%	+$340K	0.03%	546
2024 Q1	$16.7M	Sell	219,527 -35,563	-14%	-$2.58M	0.03%	532
2023 Q4	$18.7M	Buy	255,090 +27,825	+12%	+$1.84M	0.03%	491
2023 Q3	$14.7M	Sell	227,265 -14,391	-6%	-$988K	0.03%	546
2023 Q2	$16.6M	Buy	241,656 +5,014	+2%	+$328K	0.03%	484
2023 Q1	$15.6M	Sell	236,642 -39,195	-14%	-$2.69M	0.03%	480
2022 Q4	$17.8M	Buy	275,837 +39,262	+17%	+$2.52M	0.04%	429
2022 Q3	$13.7M	Buy	236,575 +33,655	+17%	+$2.15M	0.04%	459
2022 Q2	$12.3M	Sell	202,920 -51,984	-20%	-$3.41M	0.03%	499
2022 Q1	$17.9M	Buy	254,904 +61,544	+32%	+$4.27M	0.04%	419
2021 Q4	$13.7M	Buy	193,360 +4,427	+2%	+$310K	0.03%	498
2021 Q3	$12.5M	Sell	188,933 -4,438	-2%	-$299K	0.03%	458
2021 Q2	$13M	Buy	193,371 +16,388	+9%	+$1.12M	0.04%	429
2021 Q1	$11.6M	Sell	176,983 -37,799	-18%	-$2.32M	0.04%	430
2020 Q4	$11.9M	Buy	214,782 +181,306	+542%	+$9.15M	0.05%	333
2020 Q3	$1.45M	Sell	33,476 -4,198	-11%	-$186K	0.01%	1034
2020 Q2	$1.6M	Buy	37,674 +10,454	+38%	+$421K	0.01%	896
2020 Q1	$954K	Sell	27,220 -6,250	-19%	-$301K	0.01%	1027
2019 Q4	$1.81M	Buy	33,470 +5,452	+19%	+$288K	0.01%	892
2019 Q3	$1.43M	Sell	28,018 -4,629	-14%	-$234K	0.01%	1013
2019 Q2	$1.65M	Buy	32,647 +738	+2%	+$37.6K	0.01%	976
2019 Q1	$1.59M	Buy	31,909 +1,512	+5%	+$75.1K	0.01%	944
2018 Q4	$1.33M	Sell	30,397 -4,083	-12%	-$201K	0.01%	926
2018 Q3	$1.83M	Buy	34,480 +98	+0.3%	+$5.26K	0.01%	871
2018 Q2	$1.76M	Buy	34,382 +2,312	+7%	+$119K	0.01%	892
2018 Q1	$1.53M	Buy	32,070 +10,720	+50%	+$546K	0.01%	902
2017 Q4	$1.08M	Buy	21,350 +12,746	+148%	+$644K	0.01%	1069
2017 Q3	$392K	Buy	8,604 +3,914	+83%	+$188K	﹤0.01%	1565
2017 Q2	$207K	Buy	+4,690	New	+$225K	﹤0.01%	1826
2015 Q3	–	Sell	-5,610	Closed	-$241K	–	1911
2015 Q2	$241K	Buy	5,610 +26	+0.5%	+$1.14K	﹤0.01%	1286
2015 Q1	$243K	Buy	5,584 +12	+0.2%	+$513	﹤0.01%	1345
2014 Q4	$238K	Buy	5,572 +158	+3%	+$6.64K	﹤0.01%	1325
2014 Q3	$222K	Buy	5,414 +22	+0.4%	+$934	﹤0.01%	1325
2014 Q2	$233K	Buy	5,392 +22	+0.4%	+$911	﹤0.01%	1347
2014 Q1	$220K	Buy	+5,370	New	+$214K	﹤0.01%	1276

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

HighTower Advisors's MDYV Position: Q1 2026 in Review

HighTower Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.8% in Q1 2026, selling an estimated $491K and leaving 308,337 shares worth $26.3M. The position accounts for 0.03% of the portfolio, ranked #529.

HighTower Advisors first reported a position in MDYV in Q1 2014 and has held it in 42 quarters since. The position peaked at $26.6M in Q4 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

HighTower Advisors held 308,337 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $26.3M as of Q1 2026.
HighTower Advisors sold 5,572 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $491K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of HighTower Advisors's portfolio in Q1 2026, its #529 holding.
HighTower Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2014 and has held it in 42 quarters since.
HighTower Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $26.6M in Q4 2025.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.