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

Sage Financial 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
Q2 		$6.96M Buy
73,395
+72
+0.1% +$6.55K 0.39% 29
2026
Q1 		$6.24M Sell
73,323
-222
-0.3% -$19.6K 0.41% 28
2025
Q4 		$6.23M Buy
73,545
+225
+0.3% +$18.8K 0.41% 27
2025
Q3 		$6.12M Sell
73,320
-2,829
-4% -$233K 0.42% 26
2025
Q2 		$6.05M Sell
76,149
-225
-0.3% -$17K 0.45% 25
2025
Q1 		$5.88M Sell
76,374
-1,055
-1% -$85K 0.48% 24
2024
Q4 		$6.21M Sell
77,429
-1,682
-2% -$138K 0.5% 24
2024
Q3 		$6.29M Sell
79,111
-803
-1% -$61.3K 0.51% 23
2024
Q2 		$5.83M Sell
79,914
-1,032
-1% -$75.7K 0.5% 24
2024
Q1 		$6.15M Sell
80,946
-187
-0.2% -$13.5K 0.55% 24
2023
Q4 		$5.95M Sell
81,133
-109
-0.1% -$7.21K 0.58% 26
2023
Q3 		$5.27M Buy
81,242
+1,483
+2% +$102K 0.58% 24
2023
Q2 		$5.49M Sell
79,759
-1,228
-2% -$80.2K 0.58% 24
2023
Q1 		$5.35M Buy
80,987
+2,133
+3% +$146K 0.61% 23
2022
Q4 		$5.1M Buy
78,854
+3,362
+4% +$216K 0.62% 25
2022
Q3 		$4.37M Buy
75,492
+733
+1% +$46.8K 0.6% 23
2022
Q2 		$4.52M Sell
74,759
-1,375
-2% -$90.1K 0.6% 25
2022
Q1 		$5.36M Buy
76,134
+2,702
+4% +$187K 0.62% 22
2021
Q4 		$5.22M Buy
73,432
+2,401
+3% +$168K 0.56% 26
2021
Q3 		$4.7M Sell
71,031
-669
-0.9% -$45.1K 0.58% 25
2021
Q2 		$4.84M Sell
71,700
-3,515
-5% -$241K 0.6% 24
2021
Q1 		$4.92M Hold
75,215
– – 0.65% 23
2020
Q4 		$4.17M Sell
75,215
-538
-0.7% -$27.2K 0.57% 28
2020
Q3 		$3.29M Buy
75,753
+9,874
+15% +$438K 0.54% 27
2020
Q2 		$2.81M Buy
65,879
+22,390
+51% +$902K 0.51% 29
2020
Q1 		$1.53M Buy
43,489
+10,543
+32% +$508K 0.29% 32
2019
Q4 		$1.8M Sell
32,946
-1,875
-5% -$98.9K 0.25% 32
2019
Q3 		$1.79M Buy
34,821
+1,600
+5% +$80.8K 0.27% 32
2019
Q2 		$1.71M Buy
33,221
+14,390
+76% +$733K 0.25% 33
2019
Q1 		$949K Buy
18,831
+625
+3% +$31K 0.15% 40
2018
Q4 		$808K Buy
+18,206
New +$894K 0.13% 44

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Sage Financial Group's MDYV Position: Q2 2026 in Review

Sage Financial Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.1% in Q2 2026, buying an estimated $6.55K and bringing the position to 73,395 shares worth $6.96M. The position accounts for 0.39% of the portfolio, ranked #29.

Sage Financial Group first reported a position in MDYV in Q4 2018 and has held it in 31 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Sage Financial Group held 73,395 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $6.96M as of Q2 2026.
  • Sage Financial Group bought 72 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $6.55K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.39% of Sage Financial Group's portfolio in Q2 2026, its #29 holding.
  • Sage Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.