Mercer Global Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Mercer Global Advisors’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	$24.6M	Buy	259,036 +52,369	+25%	+$4.76M	0.03%	308
2026 Q1	$17.6M	Buy	206,667 +3,399	+2%	+$300K	0.03%	345
2025 Q4	$17.2M	Sell	203,268 -2,556	-1%	-$214K	0.03%	366
2025 Q3	$17.2M	Buy	205,824 +112	+0.1%	+$9.22K	0.03%	349
2025 Q2	$16.3M	Sell	205,712 -128,158	-38%	-$9.7M	0.03%	285
2025 Q1	$25.7M	Buy	333,870 +116,967	+54%	+$9.42M	0.06%	183
2024 Q4	$17.4M	Buy	216,903 +13,891	+7%	+$1.14M	0.04%	238
2024 Q3	$16.1M	Buy	203,012 +509	+0.3%	+$38.9K	0.04%	239
2024 Q2	$980K	Buy	202,503 +189,779	+1,492%	+$13.9M	﹤0.01%	970
2024 Q1	$967K	Sell	12,724 -7,945	-38%	-$575K	﹤0.01%	982
2023 Q4	$1.52M	Sell	20,669 -1,267	-6%	-$83.8K	﹤0.01%	821
2023 Q3	$1.42M	Buy	21,936 +5,627	+35%	+$386K	0.01%	809
2023 Q2	$1.12M	Buy	16,309 +9,192	+129%	+$601K	﹤0.01%	908
2023 Q1	$470K	Sell	7,117 -7,386	-51%	-$507K	﹤0.01%	1239
2022 Q4	$939K	Buy	14,503 +655	+5%	+$42K	﹤0.01%	944
2022 Q3	$801K	Sell	13,848 -1,540	-10%	-$98.3K	﹤0.01%	937
2022 Q2	$931K	Sell	15,388 -16,259	-51%	-$1.07M	0.01%	878
2022 Q1	$2.23M	Buy	31,647 +530	+2%	+$36.7K	0.01%	619
2021 Q4	$2.21M	Sell	31,117 -45	-0.1%	-$3.15K	0.01%	593
2021 Q3	$2.06M	Buy	31,162 +140	+0.5%	+$9.43K	0.01%	598
2021 Q2	$2.1M	Sell	31,022 -289	-0.9%	-$19.8K	0.02%	551
2021 Q1	$2.05M	Sell	31,311 -499	-2%	-$30.6K	0.02%	516
2020 Q4	$1.76M	Buy	31,810 +1,731	+6%	+$87.4K	0.02%	453
2020 Q3	$1.3M	Buy	+30,079	New	+$1.33M	0.02%	495
2019 Q4	–	Sell	-5,341	Closed	-$274K	–	1188
2019 Q3	$274K	Sell	5,341 -5,674	-52%	-$287K	0.01%	920
2019 Q2	$566K	Buy	11,015 +1,781	+19%	+$90.8K	0.02%	633
2019 Q1	$465K	Buy	+9,234	New	+$459K	0.02%	661

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 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

Mercer Global Advisors's MDYV Position: Q2 2026 in Review

Mercer Global Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 25% in Q2 2026, buying an estimated $4.76M and bringing the position to 259,036 shares worth $24.6M. The position accounts for 0.03% of the portfolio, ranked #308.

Mercer Global Advisors first reported a position in MDYV in Q1 2019 and has held it in 27 quarters since. The position peaked at $25.7M in Q1 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Mercer Global Advisors held 259,036 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $24.6M as of Q2 2026.
Mercer Global Advisors bought 52,369 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $4.76M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of Mercer Global Advisors's portfolio in Q2 2026, its #308 holding.
Mercer Global Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and has held it in 27 quarters since.
Mercer Global Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $25.7M in Q1 2025.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.