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

Private Advisor Group’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	$10.6M	Buy	111,718 +18,175	+19%	+$1.65M	0.05%	376
2026 Q1	$7.97M	Buy	93,543 +7,951	+9%	+$701K	0.04%	469
2025 Q4	$7.25M	Buy	85,592 +2,826	+3%	+$237K	0.03%	481
2025 Q3	$6.9M	Sell	82,766 -2,033	-2%	-$167K	0.03%	492
2025 Q2	$6.74M	Buy	84,799 +13,612	+19%	+$1.03M	0.04%	465
2025 Q1	$5.48M	Buy	71,187 +8,211	+13%	+$661K	0.03%	505
2024 Q4	$5.05M	Sell	62,976 -2,143	-3%	-$176K	0.03%	526
2024 Q3	$5.17M	Buy	65,119 +4,900	+8%	+$374K	0.03%	507
2024 Q2	$4.39M	Sell	60,219 -1,729	-3%	-$127K	0.03%	536
2024 Q1	$4.71M	Buy	61,948 +2,194	+4%	+$159K	0.03%	476
2023 Q4	$4.38M	Sell	59,754 -52,057	-47%	-$3.44M	0.03%	477
2023 Q3	$7.25M	Sell	111,811 -39,945	-26%	-$2.74M	0.06%	291
2023 Q2	$10.5M	Buy	151,756 +974	+0.6%	+$63.7K	0.09%	211
2023 Q1	$9.96M	Buy	150,782 +15,230	+11%	+$1.05M	0.1%	210
2022 Q4	$514K	Buy	135,552 +45,303	+50%	+$2.91M	0.03%	564
2022 Q3	$5.22M	Buy	90,249 +8,603	+11%	+$549K	0.06%	326
2022 Q2	$4.94M	Sell	81,646 -55,966	-41%	-$3.67M	0.04%	413
2022 Q1	$9.69M	Buy	137,612 +78,761	+134%	+$5.46M	0.07%	256
2021 Q4	$4.18M	Sell	58,851 -9,292	-14%	-$650K	0.03%	521
2021 Q3	$4.51M	Buy	68,143 +4,826	+8%	+$325K	0.03%	562
2021 Q2	$4.28M	Buy	63,317 +21,387	+51%	+$1.47M	0.04%	463
2021 Q1	$2.74M	Buy	41,930 +31,532	+303%	+$1.93M	0.03%	583
2020 Q4	$577K	Buy	10,398 +2,015	+24%	+$102K	0.01%	1150
2020 Q3	$364K	Buy	8,383 +758	+10%	+$33.6K	﹤0.01%	1183
2020 Q2	$325K	Buy	+7,625	New	+$307K	﹤0.01%	1182
2019 Q2	–	Sell	-4,396	Closed	-$228K	–	1711
2019 Q1	$228K	Sell	4,396 -339	-7%	-$16.8K	﹤0.01%	1341
2018 Q4	$210K	Buy	4,735 +587	+14%	+$28.8K	0.01%	1185
2018 Q3	$223K	Sell	4,148 -1,336	-24%	-$71.7K	﹤0.01%	1386
2018 Q2	$285K	Buy	+5,484	New	+$282K	﹤0.01%	1013
2018 Q1	–	Sell	-6,304	Closed	-$326K	–	1287
2017 Q4	$326K	Sell	6,304 -3,180	-34%	-$161K	0.01%	851
2017 Q3	$471K	Buy	9,484 +4,092	+76%	+$197K	0.01%	921
2017 Q2	$259K	Sell	5,392 -3,004	-36%	-$144K	0.01%	1145
2017 Q1	$402K	Buy	8,396 +1,702	+25%	+$81.9K	0.01%	939
2016 Q4	$316K	Buy	+6,694	New	+$300K	0.01%	927
2014 Q4	–	Sell	-120	Closed	-$5K	–	1175
2014 Q3	$5K	Buy	+120	New	+$5.1K	﹤0.01%	1231

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 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

Private Advisor Group's MDYV Position: Q2 2026 in Review

Private Advisor Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 19% in Q2 2026, buying an estimated $1.65M and bringing the position to 111,718 shares worth $10.6M. The position accounts for 0.05% of the portfolio, ranked #376.

Private Advisor Group first reported a position in MDYV in Q3 2014 and has held it in 35 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Private Advisor Group held 111,718 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $10.6M as of Q2 2026.
Private Advisor Group bought 18,175 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $1.65M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.05% of Private Advisor Group's portfolio in Q2 2026, its #376 holding.
Private Advisor Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2014 and has held it in 35 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.