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

Sensible Money’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	$343K	Buy	3,881 +17	+0.4%	+$1.6K	0.09%	70
2026 Q2	$367K	Hold	3,864	–	–	0.1%	69
2026 Q1	$329K	Sell	3,864 -1,068	-22%	-$94.2K	0.1%	63
2025 Q4	$417K	Sell	4,932 -770	-14%	-$64.5K	0.13%	55
2025 Q3	$476K	Hold	5,702	–	–	0.16%	43
2025 Q2	$453K	Hold	5,702	–	–	0.17%	44
2025 Q1	$439K	Hold	5,702	–	–	0.19%	44
2024 Q4	$457K	Sell	5,702 -45	-0.8%	-$3.7K	0.2%	41
2024 Q3	$457K	Hold	5,747	–	–	0.2%	43
2024 Q2	$419K	Hold	5,747	–	–	0.2%	44
2024 Q1	$437K	Hold	5,747	–	–	0.23%	39
2023 Q4	$422K	Hold	5,747	–	–	0.25%	36
2023 Q3	$373K	Hold	5,747	–	–	0.26%	38
2023 Q2	$395K	Hold	5,747	–	–	0.29%	38
2023 Q1	$380K	Hold	5,747	–	–	0.33%	38
2022 Q4	$372K	Buy	+5,747	New	+$369K	0.4%	37

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

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

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Sensible Money's MDYV Position: Q3 2026 in Review

Sensible Money increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.44% in Q3 2026, buying an estimated $1.6K and bringing the position to 3,881 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #70.

Sensible Money first reported a position in MDYV in Q4 2022 and has held it in 16 quarters since. The position peaked at $476K in Q3 2025. 115 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Sensible Money held 3,881 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $343K as of Q3 2026.
Sensible Money bought 17 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $1.6K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.09% of Sensible Money's portfolio in Q3 2026, its #70 holding.
Sensible Money first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
Sensible Money's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $476K in Q3 2025.
115 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.