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 Q3	$299K	Hold	3,383	–	–	0.18%	76
2026 Q2	$321K	Hold	3,383	–	–	0.2%	77
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

MidAtlantic Capital Management's MDYV Position: Q3 2026 in Review

MidAtlantic Capital Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q3 2026 at 3,383 shares worth $299K. The position accounts for 0.18% of the portfolio, ranked #76.

MidAtlantic Capital Management first reported a position in MDYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $902K in Q3 2025. 276 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

MidAtlantic Capital Management held 3,383 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $299K as of Q3 2026.
MidAtlantic Capital Management left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q3 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.18% of MidAtlantic Capital Management's portfolio in Q3 2026, its #76 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 12 quarters since.
MidAtlantic Capital Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $902K in Q3 2025.
276 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on MidAtlantic Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.