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QRG Capital Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

QRG Capital Management’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 		$629K Buy
6,636
+897
+16% +$81.6K 0.01% 784
2026
Q1 		$489K Sell
5,739
-235
-4% -$20.7K 0.01% 795
2025
Q4 		$506K Buy
5,974
+56
+0.9% +$4.69K 0.01% 758
2025
Q3 		$494K Buy
+5,918
New +$487K 0.01% 727

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

QRG Capital Management's MDYV Position: Q2 2026 in Review

QRG Capital Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 16% in Q2 2026, buying an estimated $81.6K and bringing the position to 6,636 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #784.

QRG Capital Management first reported a position in MDYV in Q3 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • QRG Capital Management held 6,636 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $629K as of Q2 2026.
  • QRG Capital Management bought 897 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $81.6K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #784 holding.
  • QRG Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2025 and has held it in 4 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 QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.