SJS Investment Consulting’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

SJS Investment Consulting’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	$664K	Hold	7,000	–	–	0.07%	75
2026 Q1	$596K	Hold	7,000	–	–	0.07%	69
2025 Q4	$593K	Hold	7,000	–	–	0.08%	67
2025 Q3	$584K	Hold	7,000	–	–	0.08%	67
2025 Q2	$556K	Hold	7,000	–	–	0.09%	51
2025 Q1	$539K	Hold	7,000	–	–	0.09%	49
2024 Q4	$561K	Hold	7,000	–	–	0.1%	49
2024 Q3	$556K	Hold	7,000	–	–	0.1%	48
2024 Q2	$511K	Hold	7,000	–	–	0.1%	47
2024 Q1	$532K	Hold	7,000	–	–	0.11%	46
2023 Q4	$514K	Hold	7,000	–	–	0.12%	44
2023 Q3	$454K	Hold	7,000	–	–	0.11%	45
2023 Q2	$481K	Hold	7,000	–	–	0.12%	43
2023 Q1	$463K	Hold	7,000	–	–	0.13%	41
2022 Q4	$453K	Hold	7,000	–	–	0.13%	45
2022 Q3	$405K	Buy	+7,000	New	+$447K	0.14%	46
2022 Q1	$845K	Hold	12,000	–	–	0.26%	32
2021 Q4	$853K	Buy	+12,000	New	+$839K	0.26%	32

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SJS Investment Consulting's MDYV Position: Q2 2026 in Review

SJS Investment Consulting held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 7,000 shares worth $664K. The position accounts for 0.07% of the portfolio, ranked #75.

SJS Investment Consulting first reported a position in MDYV in Q4 2021 and has held it in 18 quarters since. The position peaked at $853K in Q4 2021. 153 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

SJS Investment Consulting held 7,000 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $664K as of Q2 2026.
SJS Investment Consulting left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.07% of SJS Investment Consulting's portfolio in Q2 2026, its #75 holding.
SJS Investment Consulting first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $853K in Q4 2021.
153 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.