JO
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John Overdeck’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

John Overdeck’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 		$1.37M Buy
+14,400
New +$1.31M ﹤0.01% 3356
2025
Q2 		– Sell
-4,900
Closed -$378K – 3387
2025
Q1 		$378K Buy
+4,900
New +$395K ﹤0.01% 2630
2024
Q4 		– Sell
-10,000
Closed -$795K – 3379
2024
Q3 		$795K Buy
+10,000
New +$764K ﹤0.01% 2242

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

John Overdeck's MDYV Position: Q2 2026 in Review

John Overdeck opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 14,400 shares worth $1.37M. The stake represents ﹤0.01% of the portfolio and ranks #3356 among its holdings. This is a return to the name: John Overdeck previously reported a position in MDYV as recently as Q1 2025.

John Overdeck first reported a position in MDYV in Q3 2024 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • John Overdeck held 14,400 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.37M as of Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new John Overdeck position in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3356 holding.
  • John Overdeck first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.