KF
MDYV icon

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

Krilogy Financial’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 		$967K Buy
10,820
+3
+0% +$264 0.03% 382
2025
Q4 		$960K Sell
10,817
-266
-2% -$22.3K 0.03% 358
2025
Q3 		$912K Sell
11,083
-844
-7% -$69.5K 0.03% 349
2025
Q2 		$947K Buy
11,927
+176
+1% +$13.3K 0.05% 184
2025
Q1 		$905K Sell
11,751
-422
-3% -$34K 0.06% 173
2024
Q4 		$976K Buy
12,173
+360
+3% +$29.6K 0.07% 166
2024
Q3 		$939K Sell
11,813
-135
-1% -$10.3K 0.06% 170
2024
Q2 		$872K Sell
11,948
-840
-7% -$61.7K 0.06% 175
2024
Q1 		$972K Sell
12,788
-510
-4% -$36.9K 0.07% 166
2023
Q4 		$976K Buy
13,298
+3
+0% +$198 0.08% 150
2023
Q3 		$862K Sell
13,295
-1,779
-12% -$122K 0.08% 154
2023
Q2 		$1.04M Sell
15,074
-65
-0.4% -$4.25K 0.09% 147
2023
Q1 		$1M Sell
15,139
-953
-6% -$65.4K 0.08% 183
2022
Q4 		$1.04M Sell
16,092
-575
-3% -$36.9K 0.1% 159
2022
Q3 		$964K Sell
16,667
-1,407
-8% -$89.8K 0.12% 126
2022
Q2 		$1.09M Sell
18,074
-872
-5% -$57.1K 0.13% 115
2022
Q1 		$1.33M Sell
18,946
-562
-3% -$38.9K 0.14% 100
2021
Q4 		$1.39M Sell
19,508
-837
-4% -$58.5K 0.14% 102
2021
Q3 		$1.35M Sell
20,345
-3,877
-16% -$261K 0.13% 107
2021
Q2 		$1.64M Sell
24,222
-885
-4% -$60.7K 0.16% 89
2021
Q1 		$1.64M Sell
25,107
-1,798
-7% -$110K 0.17% 81
2020
Q4 		$1.49M Sell
26,905
-1,655
-6% -$83.5K 0.18% 80
2020
Q3 		$1.24M Sell
28,560
-3,572
-11% -$158K 0.17% 80
2020
Q2 		$1.37M Sell
32,132
-3,871
-11% -$156K 0.21% 70
2020
Q1 		$1.27M Sell
36,003
-396,716
-92% -$19.1M 0.24% 64
2019
Q4 		$23.7M Buy
432,719
+1,941
+0.5% +$102K 3.9% 4
2019
Q3 		$22.1M Buy
430,778
+21,222
+5% +$1.07M 3.99% 4
2019
Q2 		$21M Sell
409,556
-1,213
-0.3% -$61.8K 4.03% 4
2019
Q1 		$20.7M Sell
410,769
-2,544
-0.6% -$126K 4.38% 5
2018
Q4 		$18.3M Buy
413,313
+23,358
+6% +$1.15M 5.05% 5
2018
Q3 		$21M Buy
389,955
+5,803
+2% +$311K 4.75% 5
2018
Q2 		$20M Buy
384,152
+3,854
+1% +$198K 5.04% 5
2018
Q1 		$18.9M Buy
380,298
+20,644
+6% +$1.05M 4.51% 5
2017
Q4 		$18.5M Buy
359,654
+16,124
+5% +$814K 4.46% 5
2017
Q3 		$17M Buy
343,530
+5,598
+2% +$269K 4.34% 5
2017
Q2 		$16.3M Buy
337,932
+63,620
+23% +$3.05M 4.55% 5
2017
Q1 		$12.9M Hold
274,312
– – 4% 5
2016
Q4 		$12.9M Sell
274,312
-7,704
-3% -$346K 4% 5
2016
Q3 		$12.2M Buy
282,016
+49,878
+21% +$2.14M 3.87% 7
2016
Q2 		$9.61M Sell
232,138
-3,248
-1% -$133K 3.34% 7
2016
Q1 		$9.46M Sell
235,386
-4,290
-2% -$158K 3.89% 7
2015
Q4 		$9.11M Buy
239,676
+39,300
+20% +$1.58M 8.46% 3
2015
Q3 		$7.68M Buy
+200,376
New +$8.18M 3.65% 8

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

Krilogy Financial's MDYV Position: Q1 2026 in Review

Krilogy Financial increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.03% in Q1 2026, buying an estimated $264 and bringing the position to 10,820 shares worth $967K. The position accounts for 0.03% of the portfolio, ranked #382.

Krilogy Financial first reported a position in MDYV in Q3 2015 and has held it in 43 quarters since. The position peaked at $23.7M in Q4 2019. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Krilogy Financial held 10,820 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $967K as of Q1 2026.
  • Krilogy Financial bought 3 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $264.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of Krilogy Financial's portfolio in Q1 2026, its #382 holding.
  • Krilogy Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2015 and has held it in 43 quarters since.
  • Krilogy Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $23.7M in Q4 2019.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.