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MDYV icon

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

NewEdge 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 		$1.86M Sell
19,603
-241
-1% -$21.9K 0.01% 1261
2026
Q1 		$1.69M Sell
19,844
-4,885
-20% -$431K 0.01% 1193
2025
Q4 		$2.09M Buy
24,729
+873
+4% +$73.1K 0.01% 1050
2025
Q3 		$1.99M Buy
23,856
+17,941
+303% +$1.48M 0.01% 1016
2025
Q2 		$470K Sell
5,915
-480
-8% -$36.3K ﹤0.01% 1733
2025
Q1 		$493K Buy
6,395
+221
+4% +$17.8K ﹤0.01% 1593
2024
Q4 		$495K Buy
6,174
+811
+15% +$66.6K ﹤0.01% 1560
2024
Q3 		$426K Sell
5,363
-5,520
-51% -$422K ﹤0.01% 1567
2024
Q2 		$794K Buy
10,883
+5,082
+88% +$373K 0.01% 1177
2024
Q1 		$441K Sell
5,801
-4,255
-42% -$308K ﹤0.01% 1422
2023
Q4 		$732K Buy
10,056
+3,690
+58% +$244K 0.01% 1095
2023
Q3 		$413K Sell
6,366
-925
-13% -$63.5K ﹤0.01% 1267
2023
Q2 		$501K Sell
7,291
-359
-5% -$23.5K 0.01% 1185
2023
Q1 		$506K Buy
7,650
+933
+14% +$64K 0.01% 1110
2022
Q4 		$2.9K Buy
6,717
+1,201
+22% +$77.1K ﹤0.01% 2737
2022
Q3 		$319K Buy
5,516
+80
+1% +$5.11K 0.01% 1171
2022
Q2 		$329K Buy
+5,436
New +$356K 0.01% 1171

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

NewEdge Advisors's MDYV Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.2% in Q2 2026, selling an estimated $21.9K and leaving 19,603 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #1261.

NewEdge Advisors first reported a position in MDYV in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.09M in Q4 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • NewEdge Advisors held 19,603 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.86M as of Q2 2026.
  • NewEdge Advisors sold 241 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $21.9K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1261 holding.
  • NewEdge Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.09M in Q4 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.