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Schneider Downs Wealth Management Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Schneider Downs Wealth Management 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
Q1 		$289K Hold
3,395
– – 0.03% 128
2025
Q4 		$287K Hold
3,395
– – 0.03% 128
2025
Q3 		$283K Hold
3,395
– – 0.03% 124
2025
Q2 		$270K Hold
3,395
– – 0.04% 124
2025
Q1 		$262K Hold
3,395
– – 0.05% 122
2024
Q4 		$272K Sell
3,395
-249
-7% -$20.5K 0.05% 115
2024
Q3 		$290K Hold
3,644
– – 0.06% 114
2024
Q2 		$266K Hold
3,644
– – 0.06% 109
2024
Q1 		$277K Hold
3,644
– – 0.06% 107
2023
Q4 		$267K Hold
3,644
– – 0.07% 94
2023
Q3 		$236K Hold
3,644
– – 0.05% 96
2023
Q2 		$251K Hold
3,644
– – 0.06% 98
2023
Q1 		$241K Hold
3,644
– – 0.05% 101
2022
Q4 		$236K Hold
3,644
– – 0.05% 101
2022
Q3 		$211K Sell
3,644
-162
-4% -$10.3K 0.06% 121
2022
Q2 		$230K Hold
3,806
– – 0.06% 124
2022
Q1 		$268K Sell
3,806
-50
-1% -$3.46K 0.07% 117
2021
Q4 		$274K Hold
3,856
– – 0.07% 125
2021
Q3 		$255K Hold
3,856
– – 0.07% 122
2021
Q2 		$260K Hold
3,856
– – 0.07% 115
2021
Q1 		$252K Hold
3,856
– – 0.06% 113
2020
Q4 		$214K Buy
+3,856
New +$195K 0.06% 88
2020
Q3 		– Sell
-5,486
Closed -$234K – 102
2020
Q2 		$234K Sell
5,486
-32,405
-86% -$1.31M 0.08% 79
2020
Q1 		$1.34M Sell
37,891
-20
-0.1% -$964 0.49% 24
2019
Q4 		$2.08M Sell
37,911
-8
-0% -$422 0.62% 19
2019
Q3 		$1.95M Sell
37,919
-28
-0.1% -$1.41K 0.61% 18
2019
Q2 		$1.95M Hold
37,947
– – 0.68% 17
2019
Q1 		$1.91M Sell
37,947
-344
-0.9% -$17.1K 0.72% 16
2018
Q4 		$1.7M Sell
38,291
-1,242
-3% -$61K 0.73% 14
2018
Q3 		$2.12M Sell
39,533
-739
-2% -$39.6K 1.35% 11
2018
Q2 		$2.1M Sell
40,272
-802
-2% -$41.2K 1.39% 11
2018
Q1 		$2.04M Sell
41,074
-3,146
-7% -$160K 1.15% 11
2017
Q4 		$2.27M Buy
44,220
+62
+0.1% +$3.13K 1.31% 9
2017
Q3 		$2.19M Sell
44,158
-4,184
-9% -$201K 1.41% 9
2017
Q2 		$2.33M Buy
48,342
+888
+2% +$42.5K 1.53% 8
2017
Q1 		$2.29M Buy
47,454
+1,072
+2% +$51.6K 1.56% 9
2016
Q4 		$2.18M Sell
46,382
-1,368
-3% -$61.4K 1.48% 9
2016
Q3 		$2.06M Buy
47,750
+120
+0.3% +$5.14K 1.34% 12
2016
Q2 		$1.97M Buy
47,630
+980
+2% +$40K 1.33% 10
2016
Q1 		$1.87M Sell
46,650
-11,074
-19% -$407K 1.31% 10
2015
Q4 		$2.19M Buy
+57,724
New +$2.31M 2.54% 7

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 $4.02B AUM 20% 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 $1.92B AUM 26.86% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's MDYV Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 3,395 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #128.

Schneider Downs Wealth Management Advisors first reported a position in MDYV in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.33M in Q2 2017. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 3,395 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $289K as of Q1 2026.
  • Schneider Downs Wealth Management Advisors 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 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #128 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2015 and has held it in 41 quarters since.
  • Schneider Downs Wealth Management Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.33M in Q2 2017.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.