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

Raleigh 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 Q1	$78	Hold	1	–	–	﹤0.01%	665
2025 Q4	$77	Hold	1	–	–	﹤0.01%	470
2025 Q3	$75	Sell	1 -31	-97%	-$2.55K	﹤0.01%	437
2025 Q2	$2.56K	Buy	+32	New	+$2.42K	﹤0.01%	394
2024 Q1	–	Sell	-65	Closed	-$4.77K	–	1097
2023 Q4	$4.77K	Buy	+65	New	+$4.3K	﹤0.01%	742
2023 Q1	–	Sell	-197	Closed	-$12.7K	–	876
2022 Q4	$12.7K	Buy	+197	New	+$12.6K	0.01%	389

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return

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 $3.64B AUM 14.73% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Raleigh Capital Management's MDYV Position: Q1 2026 in Review

Raleigh Capital Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 1 share worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Raleigh Capital Management first reported a position in MDYV in Q4 2022 and has held it in 6 quarters since. The position peaked at $12.7K in Q4 2022. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Raleigh Capital Management held 1 share of State Street SPDR S&P 400 Mid Cap Value ETF worth $78 as of Q1 2026.
Raleigh Capital Management left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q1 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q1 2026, its #665 holding.
Raleigh Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 6 quarters since.
Raleigh Capital Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $12.7K in Q4 2022.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.