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

RTD Financial Advisors’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 Q3	$4.34M	Sell	48,988 -3,658	-7%	-$345K	0.47%	46
2026 Q2	$4.99M	Hold	52,646	–	–	0.54%	42
2026 Q1	$4.48M	Sell	52,646 -2,319	-4%	-$204K	0.55%	41
2025 Q4	$4.65M	Sell	54,965 -444	-0.8%	-$37.2K	0.57%	42
2025 Q3	$4.62M	Sell	55,409 -280	-0.5%	-$23.1K	0.56%	41
2025 Q2	$4.42M	Sell	55,689 -27	-0%	-$2.04K	0.57%	41
2025 Q1	$4.29M	Sell	55,716 -2,723	-5%	-$219K	0.58%	37
2024 Q4	$4.69M	Sell	58,439 -617	-1%	-$50.7K	0.6%	38
2024 Q3	$4.69M	Sell	59,056 -5,348	-8%	-$409K	0.59%	39
2024 Q2	$4.7M	Sell	64,404 -1,999	-3%	-$147K	0.63%	38
2024 Q1	$5.05M	Sell	66,403 -1,707	-3%	-$124K	0.68%	37
2023 Q4	$5M	Sell	68,110 -4,002	-6%	-$265K	0.7%	37
2023 Q3	$4.68M	Sell	72,112 -1,637	-2%	-$112K	0.71%	36
2023 Q2	$5.07M	Sell	73,749 -953	-1%	-$62.3K	0.74%	36
2023 Q1	$4.94M	Sell	74,702 -230	-0.3%	-$15.8K	0.76%	35
2022 Q4	$4.85M	Sell	74,932 -438	-0.6%	-$28.1K	0.79%	34
2022 Q3	$4.36M	Sell	75,370 -4,454	-6%	-$284K	0.8%	33
2022 Q2	$4.83M	Buy	79,824 +3,042	+4%	+$199K	0.74%	36
2022 Q1	$5.4M	Buy	76,782 +2,689	+4%	+$186K	0.73%	37
2021 Q4	$5.27M	Buy	+74,093	New	+$5.18M	0.69%	36

Other funds holding MDYV

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CNTOF

Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RTD Financial Advisors's MDYV Position: Q3 2026 in Review

RTD Financial Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 6.9% in Q3 2026, selling an estimated $345K and leaving 48,988 shares worth $4.34M. The position accounts for 0.47% of the portfolio, ranked #46.

RTD Financial Advisors first reported a position in MDYV in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.4M in Q1 2022. 39 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

RTD Financial Advisors held 48,988 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.34M as of Q3 2026.
RTD Financial Advisors sold 3,658 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $345K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.47% of RTD Financial Advisors's portfolio in Q3 2026, its #46 holding.
RTD Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
RTD Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5.4M in Q1 2022.
39 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.