PSF
MDYV icon

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

Pacific Sun 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 		$765K Buy
8,984
+20
+0.2% +$1.76K 0.37% 81
2025
Q4 		$759K Buy
8,964
+50
+0.6% +$4.19K 0.37% 79
2025
Q3 		$744K Sell
8,914
-280
-3% -$23.1K 0.36% 79
2025
Q2 		$730K Hold
9,194
– – 0.38% 77
2025
Q1 		$708K Buy
9,194
+75
+0.8% +$6.04K 0.4% 77
2024
Q4 		$731K Sell
9,119
-150
-2% -$12.3K 0.4% 78
2024
Q3 		$737K Buy
9,269
+10
+0.1% +$764 0.41% 75
2024
Q2 		$675K Sell
9,259
-70
-0.8% -$5.14K 0.4% 76
2024
Q1 		$709K Hold
9,329
– – 0.41% 74
2023
Q4 		$685K Buy
9,329
+10
+0.1% +$661 0.43% 69
2023
Q3 		$604K Sell
9,319
-340
-4% -$23.3K 0.42% 75
2023
Q2 		$638K Buy
+9,659
New +$631K 0.43% 74
2022
Q4 		$615K Sell
9,509
-190
-2% -$12.2K 0.43% 72
2022
Q3 		$561K Sell
9,699
-60
-0.6% -$3.83K 0.39% 80
2022
Q2 		$590K Sell
9,759
-96
-1% -$6.29K 0.39% 80
2022
Q1 		$694K Buy
9,855
+40
+0.4% +$2.77K 0.38% 82
2021
Q4 		$698K Sell
9,815
-245
-2% -$17.1K 0.37% 83
2021
Q3 		$666K Buy
+10,060
New +$678K 0.38% 82
2020
Q3 		$520K Sell
11,980
-175
-1% -$7.76K 0.43% 75
2020
Q2 		$518K Buy
12,155
+330
+3% +$13.3K 0.47% 73
2020
Q1 		$417K Buy
11,825
+650
+6% +$31.3K 0.48% 78
2019
Q4 		$612K Sell
11,175
-220
-2% -$11.6K 0.54% 63
2019
Q3 		$585K Buy
11,395
+100
+0.9% +$5.05K 0.55% 64
2019
Q2 		$580K Buy
+11,295
New +$576K 0.55% 63
2018
Q2 		$536K Buy
9,960
+260
+3% +$13.4K 0.55% 60
2018
Q1 		$482K Buy
+9,700
New +$494K 0.64% 52

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

Pacific Sun Financial's MDYV Position: Q1 2026 in Review

Pacific Sun Financial increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.22% in Q1 2026, buying an estimated $1.76K and bringing the position to 8,984 shares worth $765K. The position accounts for 0.37% of the portfolio, ranked #81.

Pacific Sun Financial first reported a position in MDYV in Q1 2018 and has held it in 26 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Pacific Sun Financial held 8,984 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $765K as of Q1 2026.
  • Pacific Sun Financial bought 20 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $1.76K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.37% of Pacific Sun Financial's portfolio in Q1 2026, its #81 holding.
  • Pacific Sun Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2018 and has held it in 26 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.