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Signet Financial Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Signet Financial Management’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 		$11M Sell
129,387
-3,173
-2% -$280K 1.24% 14
2025
Q4 		$11.2M Sell
132,560
-761
-0.6% -$63.7K 1.25% 13
2025
Q3 		$11.1M Sell
133,321
-2,043
-2% -$168K 1.29% 15
2025
Q2 		$10.8M Sell
135,364
-12,356
-8% -$936K 1.35% 12
2025
Q1 		$11.4M Sell
147,720
-21,000
-12% -$1.69M 1.54% 7
2024
Q4 		$13.5M Sell
168,720
-5,739
-3% -$472K 1.73% 5
2024
Q3 		$13.9M Sell
174,459
-1,916
-1% -$146K 1.77% 5
2024
Q2 		$12.9M Sell
176,375
-10,173
-5% -$747K 1.74% 6
2024
Q1 		$14.2M Sell
186,548
-3,124
-2% -$226K 1.95% 6
2023
Q4 		$13.9M Sell
189,672
-1,124
-0.6% -$74.3K 2.08% 5
2023
Q3 		$12.4M Sell
190,796
-1,713
-0.9% -$118K 2.04% 5
2023
Q2 		$13.2M Buy
192,509
+1,729
+0.9% +$113K 2.09% 5
2023
Q1 		$12.6M Buy
190,780
+3,137
+2% +$215K 2.12% 5
2022
Q4 		$12.1M Sell
187,643
-11,721
-6% -$752K 2.17% 4
2022
Q3 		$11.5M Buy
199,364
+914
+0.5% +$58.3K 2.26% 7
2022
Q2 		$12M Buy
198,450
+3,360
+2% +$220K 2.29% 7
2022
Q1 		$13.7M Buy
195,090
+264
+0.1% +$18.3K 2.3% 7
2021
Q4 		$13.9M Sell
194,826
-1,453
-0.7% -$102K 2.1% 8
2021
Q3 		$13M Sell
196,279
-642
-0.3% -$43.2K 2.24% 8
2021
Q2 		$13.3M Sell
196,921
-280
-0.1% -$19.2K 4.56% 5
2021
Q1 		$12.9M Buy
197,201
+661
+0.3% +$40.5K 2.42% 7
2020
Q4 		$10.9M Buy
196,540
+4,689
+2% +$237K 2.21% 9
2020
Q3 		$8.87M Buy
191,851
+14,792
+8% +$656K 1.96% 10
2020
Q2 		$8.23M Buy
177,059
+14,770
+9% +$595K 1.83% 10
2020
Q1 		$6.21M Buy
162,289
+27,642
+21% +$1.33M 1.46% 12
2019
Q4 		$7.38M Buy
134,647
+3,819
+3% +$201K 1.38% 11
2019
Q3 		$6.98M Buy
130,828
+19,520
+18% +$986K 1.37% 12
2019
Q2 		$5.82M Buy
111,308
+14,892
+15% +$759K 1.15% 17
2019
Q1 		$5.03M Buy
96,416
+21,093
+28% +$1.05M 0.98% 29
2018
Q4 		$3.34M Buy
75,323
+15,909
+27% +$781K 0.73% 51
2018
Q3 		$3.19M Buy
59,414
+19,029
+47% +$1.02M 0.56% 66
2018
Q2 		$2.1M Buy
40,385
+13,309
+49% +$684K 0.37% 83
2018
Q1 		$1.35M Buy
27,076
+17,718
+189% +$903K 0.24% 103
2017
Q4 		$481K Buy
+9,358
New +$473K 0.09% 151

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Signet Financial Management's MDYV Position: Q1 2026 in Review

Signet Financial Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.4% in Q1 2026, selling an estimated $280K and leaving 129,387 shares worth $11M. The position accounts for 1.24% of the portfolio, ranked #14.

Signet Financial Management first reported a position in MDYV in Q4 2017 and has held it in 34 quarters since. The position peaked at $14.2M in Q1 2024. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Signet Financial Management held 129,387 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $11M as of Q1 2026.
  • Signet Financial Management sold 3,173 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $280K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 1.24% of Signet Financial Management's portfolio in Q1 2026, its #14 holding.
  • Signet Financial Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • Signet Financial Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $14.2M in Q1 2024.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.