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

Smith Anglin Financial’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
2025
Q2 		$1.47M Sell
18,530
-1,536
-8% -$116K 0.13% 63
2025
Q1 		$1.55M Sell
20,066
-943
-4% -$75.9K 0.16% 55
2024
Q4 		$1.68M Buy
21,009
+120
+0.6% +$9.86K 0.16% 54
2024
Q3 		$1.66M Sell
20,889
-1,630
-7% -$125K 0.16% 52
2024
Q2 		$1.64M Sell
22,519
-230
-1% -$16.9K 0.17% 49
2024
Q1 		$1.73M Buy
22,749
+781
+4% +$56.6K 0.18% 48
2023
Q4 		$1.61M Sell
21,968
-10,717
-33% -$709K 0.19% 50
2023
Q3 		$2.12M Sell
32,685
-2,334
-7% -$160K 0.26% 47
2023
Q2 		$2.41M Sell
35,019
-6,090
-15% -$398K 0.29% 42
2023
Q1 		$2.72M Sell
41,109
-13,504
-25% -$927K 0.4% 29
2022
Q4 		$3.53M Sell
54,613
-2,637
-5% -$169K 0.67% 22
2022
Q3 		$3.31M Buy
57,250
+445
+0.8% +$28.4K 0.7% 22
2022
Q2 		$3.44M Buy
56,805
+83
+0.1% +$5.44K 1% 18
2022
Q1 		$3.99M Sell
56,722
-4,393
-7% -$304K 0.92% 19
2021
Q4 		$4.34M Sell
61,115
-3,690
-6% -$258K 0.74% 31
2021
Q3 		$4.29M Sell
64,805
-4,274
-6% -$288K 0.84% 31
2021
Q2 		$4.66M Sell
69,079
-843
-1% -$57.8K 0.9% 29
2021
Q1 		$4.58M Sell
69,922
-90,993
-57% -$5.58M 0.99% 29
2020
Q4 		$8.93M Buy
+160,915
New +$8.12M 1.6% 17

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Smith Anglin Financial's MDYV Position: Q2 2025 in Review

Smith Anglin Financial reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 7.7% in Q2 2025, selling an estimated $116K and leaving 18,530 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #63.

Smith Anglin Financial first reported a position in MDYV in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.93M in Q4 2020. 380 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Smith Anglin Financial held 18,530 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.47M as of Q2 2025.
  • Smith Anglin Financial sold 1,536 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $116K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.13% of Smith Anglin Financial's portfolio in Q2 2025, its #63 holding.
  • Smith Anglin Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $8.93M in Q4 2020.
  • 380 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.