STALEY CAPITAL ADVISERS’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

STALEY CAPITAL ADVISERS’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	$485K	Hold	5,111	–	–	0.02%	136
2026 Q1	$435K	Hold	5,111	–	–	0.02%	137
2025 Q4	$433K	Hold	5,111	–	–	0.02%	143
2025 Q3	$426K	Hold	5,111	–	–	0.02%	144
2025 Q2	$406K	Hold	5,111	–	–	0.02%	145
2025 Q1	$394K	Hold	5,111	–	–	0.02%	147
2024 Q4	$410K	Hold	5,111	–	–	0.02%	141
2024 Q3	$406K	Hold	5,111	–	–	0.02%	144
2024 Q2	$373K	Hold	5,111	–	–	0.02%	146
2024 Q1	$388K	Hold	5,111	–	–	0.02%	145
2023 Q4	$375K	Hold	5,111	–	–	0.02%	144
2023 Q3	$331K	Hold	5,111	–	–	0.02%	144
2023 Q2	$352K	Buy	5,111 +170	+3%	+$11.1K	0.02%	145
2023 Q1	$327K	Sell	4,941 -50	-1%	-$3.43K	0.02%	147
2022 Q4	$323K	Hold	4,991	–	–	0.02%	136
2022 Q3	$289K	Buy	4,991 +165	+3%	+$10.5K	0.02%	139
2022 Q2	$292K	Hold	4,826	–	–	0.02%	143
2022 Q1	$340K	Hold	4,826	–	–	0.02%	143
2021 Q4	$343K	Buy	4,826 +60	+1%	+$4.2K	0.02%	147
2021 Q3	$316K	Hold	4,766	–	–	0.02%	148
2021 Q2	$322K	Hold	4,766	–	–	0.02%	146
2021 Q1	$312K	Hold	4,766	–	–	0.02%	147
2020 Q4	$265K	Hold	4,766	–	–	0.02%	153
2020 Q3	$207K	Buy	4,766 +30	+0.6%	+$1.33K	0.01%	155
2020 Q2	$202K	Buy	+4,736	New	+$191K	0.01%	150
2020 Q1	–	Sell	-4,870	Closed	-$267K	–	166
2019 Q4	$267K	Hold	4,870	–	–	0.02%	153
2019 Q3	$250K	Hold	4,870	–	–	0.02%	148
2019 Q2	$250K	Hold	4,870	–	–	0.02%	151
2019 Q1	$245K	Hold	4,870	–	–	0.02%	144
2018 Q4	$216K	Sell	4,870 -8,000	-62%	-$393K	0.02%	148
2018 Q3	$692K	Hold	12,870	–	–	0.05%	97
2018 Q2	$670K	Hold	12,870	–	–	0.05%	94
2018 Q1	$640K	Hold	12,870	–	–	0.05%	91
2017 Q4	$662K	Buy	12,870 +220	+2%	+$11.1K	0.05%	92
2017 Q3	$626K	Hold	12,650	–	–	0.05%	96
2017 Q2	$609K	Buy	+12,650	New	+$606K	0.05%	95

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return

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 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

STALEY CAPITAL ADVISERS's MDYV Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 5,111 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #136.

STALEY CAPITAL ADVISERS first reported a position in MDYV in Q2 2017 and has held it in 36 quarters since. The position peaked at $692K in Q3 2018. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

STALEY CAPITAL ADVISERS held 5,111 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $485K as of Q2 2026.
STALEY CAPITAL ADVISERS 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 0.02% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #136 holding.
STALEY CAPITAL ADVISERS first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2017 and has held it in 36 quarters since.
STALEY CAPITAL ADVISERS's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $692K in Q3 2018.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.