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

Prism 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 		$1.68M Sell
18,645
-1,413
-7% -$133K 0.42% 41
2026
Q2 		$1.9M Sell
20,058
-130
-0.6% -$11.8K 0.46% 38
2026
Q1 		$1.72M Sell
20,188
-789
-4% -$69.6K 0.46% 37
2025
Q4 		$1.78M Sell
20,977
-42,839
-67% -$3.59M 0.47% 37
2025
Q3 		$5.32M Sell
63,816
-22,738
-26% -$1.87M 1.44% 24
2025
Q2 		$6.87M Buy
+86,554
New +$6.55M 1.96% 21

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
SA
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

Prism Advisors's MDYV Position: Q3 2026 in Review

Prism Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 7% in Q3 2026, selling an estimated $133K and leaving 18,645 shares worth $1.68M. The position accounts for 0.42% of the portfolio, ranked #41.

Prism Advisors first reported a position in MDYV in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.87M in Q2 2025. 39 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

  • Prism Advisors held 18,645 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.68M as of Q3 2026.
  • Prism Advisors sold 1,413 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $133K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.42% of Prism Advisors's portfolio in Q3 2026, its #41 holding.
  • Prism Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • Prism Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6.87M in Q2 2025.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.