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

Signature Estate & Investment 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 		$280K Sell
2,948
-404
-12% -$36.8K 0.01% 563
2026
Q1 		$285K Sell
3,352
-308
-8% -$27.2K 0.01% 548
2025
Q4 		$310K Sell
3,660
-46,925
-93% -$3.93M 0.01% 489
2025
Q3 		$4.22M Buy
50,585
+238
+0.5% +$19.6K 0.09% 102
2025
Q2 		$4M Sell
50,347
-15,930
-24% -$1.21M 0.09% 103
2025
Q1 		$5.11M Buy
66,277
+19,187
+41% +$1.55M 0.13% 83
2024
Q4 		$3.78M Buy
47,090
+23,186
+97% +$1.9M 0.09% 86
2024
Q3 		$1.9M Sell
23,904
-31,834
-57% -$2.43M 0.04% 137
2024
Q2 		$4.07M Sell
55,738
-8,402
-13% -$617K 0.1% 85
2024
Q1 		$4.87M Buy
64,140
+1,571
+3% +$114K 0.14% 52
2023
Q4 		$4.59M Buy
62,569
+2,274
+4% +$150K 0.14% 57
2023
Q3 		$3.91M Buy
60,295
+2,299
+4% +$158K 0.13% 56
2023
Q2 		$3.99M Sell
57,996
-643
-1% -$42K 0.13% 57
2023
Q1 		$3.88M Sell
58,639
-5,468
-9% -$375K 0.14% 58
2022
Q4 		$4.15M Buy
64,107
+438
+0.7% +$28.1K 0.15% 60
2022
Q3 		$3.68M Buy
63,669
+543
+0.9% +$34.6K 0.17% 51
2022
Q2 		$3.82M Buy
63,126
+1,220
+2% +$79.9K 0.19% 50
2022
Q1 		$4.36M Sell
61,906
-2,578
-4% -$179K 0.2% 50
2021
Q4 		$4.58M Sell
64,484
-2,107
-3% -$147K 0.21% 49
2021
Q3 		$4.41M Buy
66,591
+1,487
+2% +$100K 0.22% 48
2021
Q2 		$4.39M Sell
65,104
-6,316
-9% -$433K 0.2% 48
2021
Q1 		$4.67M Sell
71,420
-4,982
-7% -$306K 0.23% 49
2020
Q4 		$4.24M Sell
76,402
-6,068
-7% -$306K 0.23% 48
2020
Q3 		$3.58M Sell
82,470
-1,070
-1% -$47.4K 0.22% 51
2020
Q2 		$3.56M Sell
83,540
-10,324
-11% -$416K 0.25% 49
2020
Q1 		$3.31M Buy
93,864
+3,692
+4% +$178K 0.26% 50
2019
Q4 		$4.94M Sell
90,172
-154
-0.2% -$8.12K 0.3% 54
2019
Q3 		$4.63M Sell
90,326
-292
-0.3% -$14.7K 0.31% 53
2019
Q2 		$4.66M Buy
90,618
+1,627
+2% +$82.9K 0.31% 52
2019
Q1 		$4.48M Sell
88,991
-3,658
-4% -$182K 0.3% 49
2018
Q4 		$4.11M Buy
92,649
+9,898
+12% +$486K 0.36% 47
2018
Q3 		$4.45M Sell
82,751
-67
-0.1% -$3.59K 0.4% 40
2018
Q2 		$4.31M Sell
82,818
-1,792
-2% -$92.1K 0.41% 40
2018
Q1 		$4.21M Buy
84,610
+1,642
+2% +$83.7K 0.43% 41
2017
Q4 		$4.27M Buy
82,968
+1,334
+2% +$67.4K 0.44% 46
2017
Q3 		$4.04M Buy
81,634
+63,440
+349% +$3.05M 0.45% 42
2017
Q2 		$876K Buy
18,194
+496
+3% +$23.7K 0.1% 77
2017
Q1 		$853K Buy
17,698
+216
+1% +$10.4K 0.11% 74
2016
Q4 		$821K Sell
17,482
-4,142
-19% -$186K 0.11% 77
2016
Q3 		$934K Sell
21,624
-1,430
-6% -$61.3K 0.14% 68
2016
Q2 		$954K Sell
23,054
-4,756
-17% -$194K 0.15% 68
2016
Q1 		$1.12M Sell
27,810
-4,074
-13% -$150K 0.18% 64
2015
Q4 		$1.21M Buy
+31,884
New +$1.28M 0.21% 63

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

Signature Estate & Investment Advisors's MDYV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 12% in Q2 2026, selling an estimated $36.8K and leaving 2,948 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #563.

Signature Estate & Investment Advisors first reported a position in MDYV in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.11M in Q1 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,948 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $280K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 404 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $36.8K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #563 holding.
  • Signature Estate & Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
  • Signature Estate & Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5.11M in Q1 2025.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.