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Joseph Group Capital Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Joseph Group Capital Management’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 		$286K Sell
3,354
-26
-0.8% -$2.29K 0.07% 60
2025
Q4 		$286K Sell
3,380
-1,532
-31% -$128K 0.08% 59
2025
Q3 		$410K Sell
4,912
-367
-7% -$30.2K 0.12% 55
2025
Q2 		$419K Sell
5,279
-1
-0% -$76 0.14% 52
2025
Q1 		$407K Sell
5,280
-128
-2% -$10.3K 0.16% 49
2024
Q4 		$434K Sell
5,408
-415
-7% -$34.1K 0.17% 49
2024
Q3 		$463K Buy
5,823
+104
+2% +$7.95K 0.18% 48
2024
Q2 		$417K Sell
5,719
-83
-1% -$6.09K 0.22% 47
2024
Q1 		$441K Sell
5,802
-385
-6% -$27.9K 0.22% 47
2023
Q4 		$454K Sell
6,187
-496
-7% -$32.8K 0.26% 44
2023
Q3 		$433K Sell
6,683
-286
-4% -$19.6K 0.31% 43
2023
Q2 		$479K Sell
6,969
-147
-2% -$9.61K 0.4% 44
2023
Q1 		$470K Sell
7,116
-50
-0.7% -$3.43K 0.41% 44
2022
Q4 		$464K Buy
7,166
+184
+3% +$11.8K 0.44% 44
2022
Q3 		$404K Sell
6,982
-1,962
-22% -$125K 0.44% 44
2022
Q2 		$541K Sell
8,944
-78
-0.9% -$5.11K 0.54% 43
2022
Q1 		$635K Sell
9,022
-999
-10% -$69.2K 0.64% 42
2021
Q4 		$712K Buy
+10,021
New +$701K 0.68% 42

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

Joseph Group Capital Management's MDYV Position: Q1 2026 in Review

Joseph Group Capital Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.77% in Q1 2026, selling an estimated $2.29K and leaving 3,354 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #60.

Joseph Group Capital Management first reported a position in MDYV in Q4 2021 and has held it in 18 quarters since. The position peaked at $712K in Q4 2021. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Joseph Group Capital Management held 3,354 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $286K as of Q1 2026.
  • Joseph Group Capital Management sold 26 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $2.29K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.07% of Joseph Group Capital Management's portfolio in Q1 2026, its #60 holding.
  • Joseph Group Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Joseph Group Capital Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $712K in Q4 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 Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.