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

Rossby 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 		$86 Hold
1
– – ﹤0.01% 2253
2025
Q4 		$85 Hold
1
– – ﹤0.01% 1794
2025
Q3 		$84 Buy
+1
New +$82 ﹤0.01% 1462

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 $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
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 $1.61B AUM 19.97% 1-Year Est. Return

Rossby Financial's MDYV Position: Q1 2026 in Review

Rossby Financial held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 1 share worth $86. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Rossby Financial first reported a position in MDYV in Q3 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Rossby Financial held 1 share of State Street SPDR S&P 400 Mid Cap Value ETF worth $86 as of Q1 2026.
  • Rossby Financial 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 Rossby Financial's portfolio in Q1 2026, its #2253 holding.
  • Rossby Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.