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MDYV icon

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

Sachetta’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 		– Sell
-2,081
Closed -$176K – 1103
2025
Q4 		$176K Hold
2,081
– – 0.1% 101
2025
Q3 		$174K Hold
2,081
– – 0.06% 152
2025
Q2 		$165K Buy
2,081
+3
+0.1% +$227 0.07% 156
2025
Q1 		$160K Buy
2,078
+15
+0.7% +$1.21K 0.07% 160
2024
Q4 		$165K Buy
2,063
+19
+0.9% +$1.56K 0.07% 159
2024
Q3 		$162K Buy
2,044
+17
+0.8% +$1.3K 0.06% 166
2024
Q2 		$159K Buy
2,027
+29
+1% +$2.13K 0.07% 157
2024
Q1 		$147K Hold
1,998
– – 0.07% 161
2023
Q4 		$147K Buy
+1,998
New +$132K 0.07% 161

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

Sachetta's MDYV Position: Q1 2026 in Review

Sachetta sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 2,081 shares — an estimated $176K sold.

Sachetta first reported a position in MDYV in Q4 2023 and held it in 9 quarters. The position peaked at $176K in Q4 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Sachetta reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Sachetta sold 2,081 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $176K.
  • Sachetta first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and held it in 9 quarters.
  • Sachetta's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $176K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Sachetta's 13F filing for Q1 2026, filed 1 May 2026.