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 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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sensible Money's MDYV Position: Q1 2026 in Review

Sensible Money reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 22% in Q1 2026, selling an estimated $94.2K and leaving 3,864 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #63.

Sensible Money first reported a position in MDYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $476K in Q3 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Sensible Money held 3,864 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $329K as of Q1 2026.
Sensible Money sold 1,068 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $94.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.1% of Sensible Money's portfolio in Q1 2026, its #63 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 14 quarters since.
Sensible Money's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $476K in Q3 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 Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.