KA
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Klingman & Associates’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Klingman & Associates’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 		$31.5M Sell
369,859
-1,295
-0.3% -$114K 1.51% 19
2025
Q4 		$31.4M Buy
371,154
+183
+0% +$15.3K 1.52% 19
2025
Q3 		$30.9M Sell
370,971
-1,333
-0.4% -$110K 1.56% 16
2025
Q2 		$29.6M Buy
372,304
+26,152
+8% +$1.98M 1.63% 15
2025
Q1 		$26.7M Buy
346,152
+2,576
+0.7% +$207K 1.63% 19
2024
Q4 		$27.6M Sell
343,576
-980
-0.3% -$80.5K 1.69% 15
2024
Q3 		$27.4M Sell
344,556
-308
-0.1% -$23.5K 1.7% 16
2024
Q2 		$25.2M Sell
344,864
-781
-0.2% -$57.3K 1.7% 17
2024
Q1 		$26.3M Sell
345,645
-3,804
-1% -$275K 1.82% 17
2023
Q4 		$25.6M Buy
349,449
+1,549
+0.4% +$102K 1.88% 17
2023
Q3 		$22.6M Sell
347,900
-7,853
-2% -$539K 1.82% 19
2023
Q2 		$24.5M Sell
355,753
-3,652
-1% -$239K 1.97% 16
2023
Q1 		$23.7M Sell
359,405
-4,651
-1% -$319K 2.05% 18
2022
Q4 		$23.6M Buy
364,056
+2,320
+0.6% +$149K 2.07% 16
2022
Q3 		$20.9M Buy
361,736
+5,009
+1% +$320K 2.05% 15
2022
Q2 		$21.6M Buy
356,727
+11,222
+3% +$735K 2.11% 15
2022
Q1 		$24.3M Buy
345,505
+24,776
+8% +$1.72M 2.07% 16
2021
Q4 		$22.8M Sell
320,729
-488
-0.2% -$34.1K 1.96% 17
2021
Q3 		$21.3M Sell
321,217
-671
-0.2% -$45.2K 1.99% 17
2021
Q2 		$21.7M Sell
321,888
-2,174
-0.7% -$149K 2.08% 16
2021
Q1 		$21.2M Sell
324,062
-3,907
-1% -$240K 2.19% 15
2020
Q4 		$18.2M Sell
327,969
-977
-0.3% -$49.3K 2.1% 16
2020
Q3 		$14.3M Sell
328,946
-568
-0.2% -$25.2K 1.92% 17
2020
Q2 		$14M Buy
329,514
+25,933
+9% +$1.04M 2.15% 17
2020
Q1 		$10.7M Buy
303,581
+297,881
+5,226% +$14.4M 2.18% 16
2019
Q4 		$312K Hold
5,700
– – 0.05% 105
2019
Q3 		$293K Buy
5,700
+400
+8% +$20.2K 0.05% 97
2019
Q2 		$272K Hold
5,300
– – 0.05% 104
2019
Q1 		$267K Buy
+5,300
New +$263K 0.05% 105

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

Klingman & Associates's MDYV Position: Q1 2026 in Review

Klingman & Associates reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.35% in Q1 2026, selling an estimated $114K and leaving 369,859 shares worth $31.5M. The position accounts for 1.51% of the portfolio, ranked #19.

Klingman & Associates first reported a position in MDYV in Q1 2019 and has held it in 29 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Klingman & Associates held 369,859 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $31.5M as of Q1 2026.
  • Klingman & Associates sold 1,295 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $114K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 1.51% of Klingman & Associates's portfolio in Q1 2026, its #19 holding.
  • Klingman & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and has held it in 29 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 Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.