Jones Financial Companies
MDYV icon

Jones Financial Companies’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Jones Financial Companies’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 		$28.3M Buy
300,102
+31,883
+12% +$2.9M 0.01% 568
2026
Q1 		$22.4M Buy
268,219
+34,585
+15% +$3.05M 0.01% 555
2025
Q4 		$19.8M Buy
233,634
+37,482
+19% +$3.14M 0.01% 323
2025
Q3 		$16.4M Buy
196,152
+55,352
+39% +$4.56M 0.01% 326
2025
Q2 		$11.2M Buy
140,800
+34,628
+33% +$2.62M 0.01% 345
2025
Q1 		$8.15M Buy
106,172
+21,563
+25% +$1.74M 0.01% 339
2024
Q4 		$6.79M Buy
84,609
+27,846
+49% +$2.29M 0.01% 315
2024
Q3 		$4.5M Buy
56,763
+12,468
+28% +$952K ﹤0.01% 307
2024
Q2 		$3.23M Buy
44,295
+7,698
+21% +$565K ﹤0.01% 253
2024
Q1 		$2.78M Buy
36,597
+3,856
+12% +$279K ﹤0.01% 176
2023
Q4 		$2.4M Buy
32,741
+4,317
+15% +$285K ﹤0.01% 160
2023
Q3 		$1.84M Buy
28,424
+94
+0.3% +$6.45K ﹤0.01% 159
2023
Q2 		$1.95M Buy
28,330
+17,141
+153% +$1.12M ﹤0.01% 164
2023
Q1 		$739K Buy
11,189
+1,806
+19% +$124K ﹤0.01% 197
2022
Q4 		$607K Buy
9,383
+5,185
+124% +$333K ﹤0.01% 204
2022
Q3 		$243K Buy
4,198
+2,491
+146% +$159K ﹤0.01% 231
2022
Q2 		$106K Buy
+1,707
New +$112K ﹤0.01% 282

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

Jones Financial Companies's MDYV Position: Q2 2026 in Review

Jones Financial Companies increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 12% in Q2 2026, buying an estimated $2.9M and bringing the position to 300,102 shares worth $28.3M. The position accounts for 0.01% of the portfolio, ranked #568.

Jones Financial Companies first reported a position in MDYV in Q2 2022 and has held it in 17 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Jones Financial Companies held 300,102 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $28.3M as of Q2 2026.
  • Jones Financial Companies bought 31,883 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $2.9M.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #568 holding.
  • Jones Financial Companies first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2022 and has held it in 17 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.