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

Scarborough 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 Q2	–	Sell	-15	Closed	-$1.29K	–	454
2026 Q1	$1.29K	Hold	15	–	–	﹤0.01%	625
2025 Q4	$1.28K	Hold	15	–	–	﹤0.01%	379
2025 Q3	$1.26K	Sell	15 -62	-81%	-$5.11K	﹤0.01%	371
2025 Q2	$6.1K	Buy	+77	New	+$5.83K	﹤0.01%	275
2024 Q3	–	Sell	-75	Closed	-$5.5K	–	306
2024 Q2	$5.5K	Sell	75 -2,144	-97%	-$157K	﹤0.01%	253
2024 Q1	$169K	Buy	2,219 +7	+0.3%	+$507	0.08%	51
2023 Q4	$162K	Buy	+2,212	New	+$146K	0.03%	84
2023 Q1	–	Sell	-3,255	Closed	-$211K	–	75
2022 Q4	$211K	Buy	+3,255	New	+$209K	0.06%	51
2022 Q3	–	Sell	-156,433	Closed	-$9.46M	–	56
2022 Q2	$9.46M	Buy	156,433 +3,957	+3%	+$259K	3.23%	10
2022 Q1	$10.7M	Buy	152,476 +148,458	+3,695%	+$10.3M	3.43%	9
2021 Q4	$286K	Buy	+4,018	New	+$281K	0.1%	50

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return

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 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

Scarborough Advisors's MDYV Position: Q2 2026 in Review

Scarborough Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026, closing a stake of 15 shares — an estimated $1.29K sold.

Scarborough Advisors first reported a position in MDYV in Q4 2021 and held it in 11 quarters. The position peaked at $10.7M in Q1 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Scarborough Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 15 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $1.29K.
Scarborough Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and held it in 11 quarters.
Scarborough Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $10.7M in Q1 2022.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.