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

Persium 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 Q3	$281K	Hold	3,175	–	–	0.15%	62
2026 Q2	$301K	Hold	3,175	–	–	0.2%	62
2026 Q1	$270K	Hold	3,175	–	–	0.21%	54
2025 Q4	$269K	Hold	3,175	–	–	0.19%	56
2025 Q3	$265K	Hold	3,175	–	–	0.2%	57
2025 Q2	$252K	Hold	3,175	–	–	0.21%	54
2025 Q1	$245K	Hold	3,175	–	–	0.23%	51
2024 Q4	$255K	Buy	+3,175	New	+$261K	0.25%	53

Other funds holding MDYV

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CNTOF

Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Persium Advisors's MDYV Position: Q3 2026 in Review

Persium Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q3 2026 at 3,175 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #62.

Persium Advisors first reported a position in MDYV in Q4 2024 and has held it in 8 quarters since. The position peaked at $301K in Q2 2026. 39 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Persium Advisors held 3,175 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $281K as of Q3 2026.
Persium Advisors left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q3 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.15% of Persium Advisors's portfolio in Q3 2026, its #62 holding.
Persium Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Persium Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $301K in Q2 2026.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.