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

MidAtlantic 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	$288K	Hold	3,383	–	–	0.2%	75
2025 Q4	$286K	Sell	3,383 -7,432	-69%	-$622K	0.18%	74
2025 Q3	$902K	Hold	10,815	–	–	0.62%	43
2025 Q2	$859K	Hold	10,815	–	–	0.61%	42
2025 Q1	$833K	Hold	10,815	–	–	0.65%	41
2024 Q4	$867K	Hold	10,815	–	–	0.64%	41
2024 Q3	$859K	Hold	10,815	–	–	0.63%	43
2024 Q2	$789K	Hold	10,815	–	–	0.66%	39
2024 Q1	$822K	Hold	10,815	–	–	0.72%	36
2023 Q4	$794K	Buy	+10,815	New	+$715K	0.77%	34

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

MidAtlantic Capital Management's MDYV Position: Q1 2026 in Review

MidAtlantic Capital Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 3,383 shares worth $288K. The position accounts for 0.2% of the portfolio, ranked #75.

MidAtlantic Capital Management first reported a position in MDYV in Q4 2023 and has held it in 10 quarters since. The position peaked at $902K in Q3 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

MidAtlantic Capital Management held 3,383 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $288K as of Q1 2026.
MidAtlantic Capital Management left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q1 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.2% of MidAtlantic Capital Management's portfolio in Q1 2026, its #75 holding.
MidAtlantic Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $902K in Q3 2025.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.