Rehmann Capital Advisory Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Rehmann Capital Advisory 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 Q1	$342K	Sell	4,021 -23	-0.6%	-$2.03K	0.02%	509
2025 Q4	$342K	Buy	4,044 +58	+1%	+$4.86K	0.02%	490
2025 Q3	$332K	Buy	3,986 +5	+0.1%	+$412	0.02%	468
2025 Q2	$316K	Buy	3,981 +35	+0.9%	+$2.65K	0.02%	464
2025 Q1	$304K	Buy	3,946 +117	+3%	+$9.42K	0.02%	476
2024 Q4	$307K	Buy	3,829 +496	+15%	+$40.8K	0.02%	461
2024 Q3	$265K	Sell	3,333 -41	-1%	-$3.13K	0.02%	504
2024 Q2	$246K	Buy	3,374 +56	+2%	+$4.11K	0.02%	507
2024 Q1	$252K	Hold	3,318	–	–	0.02%	496
2023 Q4	$243K	Buy	+3,318	New	+$219K	0.02%	486
2023 Q1	–	Sell	-3,235	Closed	-$209K	–	563
2022 Q4	$209K	Buy	+3,235	New	+$208K	0.02%	509
2022 Q3	–	Sell	-3,494	Closed	-$211K	–	540
2022 Q2	$211K	Sell	3,494 -5,201	-60%	-$341K	0.02%	457
2022 Q1	$612K	Buy	8,695 +3,927	+82%	+$272K	0.06%	272
2021 Q4	$339K	Buy	4,768 +567	+13%	+$39.7K	0.03%	408
2021 Q3	$278K	Buy	4,201 +384	+10%	+$25.9K	0.03%	452
2021 Q2	$258K	Buy	3,817 +12	+0.3%	+$823	0.02%	470
2021 Q1	$258K	Buy	+3,805	New	+$233K	0.03%	448
2020 Q2	–	Sell	-10,347	Closed	-$373K	–	430
2020 Q1	$373K	Buy	+10,347	New	+$499K	0.06%	246
2019 Q3	–	Sell	-515	Closed	-$26.5K	–	1961
2019 Q2	$26.5K	Buy	515 +302	+142%	+$15.4K	﹤0.01%	1062
2019 Q1	$11.1K	Sell	213 -2,805	-93%	-$139K	﹤0.01%	1293
2018 Q4	$134K	Buy	3,018 +2,994	+12,475%	+$147K	0.02%	326
2018 Q3	$1.29K	Buy	+24	New	+$1.29K	﹤0.01%	1927

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

Rehmann Capital Advisory Group's MDYV Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.57% in Q1 2026, selling an estimated $2.03K and leaving 4,021 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #509.

Rehmann Capital Advisory Group first reported a position in MDYV in Q3 2018 and has held it in 22 quarters since. The position peaked at $612K in Q1 2022. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Rehmann Capital Advisory Group held 4,021 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $342K as of Q1 2026.
Rehmann Capital Advisory Group sold 23 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $2.03K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #509 holding.
Rehmann Capital Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2018 and has held it in 22 quarters since.
Rehmann Capital Advisory Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $612K in Q1 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 Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.