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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
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 $6.2B 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

&Partners's MDYV Position: Q1 2026 in Review

&Partners reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 13% in Q1 2026, selling an estimated $48.1K and leaving 3,809 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

&Partners first reported a position in MDYV in Q3 2024 and has held it in 7 quarters since. The position peaked at $495K in Q2 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • &Partners held 3,809 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $324K as of Q1 2026.
  • &Partners sold 546 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $48.1K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1946 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 7 quarters since.
  • &Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $495K in Q2 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.