Raymond James Financial
MDYV icon

Raymond James Financial’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Raymond James Financial’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 		$6.82M Buy
80,080
+3,234
+4% +$285K ﹤0.01% 2343
2025
Q4 		$6.51M Buy
76,846
+1,224
+2% +$102K ﹤0.01% 2296
2025
Q3 		$6.31M Buy
75,622
+1,750
+2% +$144K ﹤0.01% 2290
2025
Q2 		$5.87M Sell
73,872
-786
-1% -$59.5K ﹤0.01% 2264
2025
Q1 		$5.75M Sell
74,658
-122,798
-62% -$9.89M ﹤0.01% 2237
2024
Q4 		$15.8M Buy
+197,456
New +$16.2M 0.01% 1493

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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 $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial's MDYV Position: Q1 2026 in Review

Raymond James Financial increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.2% in Q1 2026, buying an estimated $285K and bringing the position to 80,080 shares worth $6.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Raymond James Financial first reported a position in MDYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.8M in Q4 2024. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Raymond James Financial held 80,080 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $6.82M as of Q1 2026.
  • Raymond James Financial bought 3,234 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $285K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2343 holding.
  • Raymond James Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $15.8M in Q4 2024.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.