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MDYV icon

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

&Partners’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 		$603K Buy
6,360
+2,551
+67% +$232K ﹤0.01% 1726
2026
Q1 		$324K Sell
3,809
-546
-13% -$48.1K ﹤0.01% 1946
2025
Q4 		$369K Sell
4,355
-1,420
-25% -$119K ﹤0.01% 1787
2025
Q3 		$482K Sell
5,775
-452
-7% -$37.2K ﹤0.01% 1466
2025
Q2 		$495K Buy
6,227
+2,687
+76% +$203K ﹤0.01% 1365
2025
Q1 		$271K Sell
3,540
-1,221
-26% -$98.3K ﹤0.01% 1458
2024
Q4 		$384K Buy
4,761
+1,793
+60% +$147K ﹤0.01% 1198
2024
Q3 		$236K Buy
+2,968
New +$227K ﹤0.01% 1221

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

&Partners's MDYV Position: Q2 2026 in Review

&Partners increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 67% in Q2 2026, buying an estimated $232K and bringing the position to 6,360 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

&Partners first reported a position in MDYV in Q3 2024 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • &Partners held 6,360 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $603K as of Q2 2026.
  • &Partners bought 2,551 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $232K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1726 holding.
  • &Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.