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

Perennial Investment 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
Q1 		$209K Sell
2,452
-417
-15% -$36.8K 0.02% 472
2025
Q4 		$243K Sell
2,869
-252
-8% -$21.1K 0.02% 426
2025
Q3 		$260K Sell
3,121
-2,180
-41% -$180K 0.02% 398
2025
Q2 		$421K Sell
5,301
-26,448
-83% -$2M 0.04% 280
2025
Q1 		$2.45M Sell
31,749
-4,773
-13% -$384K 0.28% 72
2024
Q4 		$2.93M Sell
36,522
-26,107
-42% -$2.14M 0.35% 61
2024
Q3 		$4.98M Sell
62,629
-455
-0.7% -$34.8K 0.64% 34
2024
Q2 		$4.6M Buy
63,084
+497
+0.8% +$36.5K 0.66% 32
2024
Q1 		$4.76M Buy
62,587
+4,685
+8% +$339K 0.72% 35
2023
Q4 		$4.25M Buy
57,902
+14,979
+35% +$991K 0.7% 36
2023
Q3 		$2.78M Sell
42,923
-511
-1% -$35.1K 0.5% 48
2023
Q2 		$2.99M Sell
43,434
-34,911
-45% -$2.28M 0.53% 43
2023
Q1 		$5.18M Buy
+78,345
New +$5.38M 0.96% 19

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 $4.02B AUM 20% 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 $1.92B AUM 26.86% 1-Year Est. Return

Perennial Investment Advisors's MDYV Position: Q1 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 15% in Q1 2026, selling an estimated $36.8K and leaving 2,452 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #472.

Perennial Investment Advisors first reported a position in MDYV in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.18M in Q1 2023. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Perennial Investment Advisors held 2,452 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $209K as of Q1 2026.
  • Perennial Investment Advisors sold 417 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $36.8K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #472 holding.
  • Perennial Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Perennial Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5.18M in Q1 2023.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.