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Stevens Capital Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Stevens Capital Partners’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 		$1.96M Sell
23,051
-174
-0.7% -$15.3K 0.47% 46
2025
Q4 		$1.97M Buy
23,225
+1,154
+5% +$96.6K 0.51% 41
2025
Q3 		$1.84M Buy
22,071
+443
+2% +$36.5K 0.55% 38
2025
Q2 		$1.72M Sell
21,628
-291
-1% -$22K 0.62% 33
2025
Q1 		$1.69M Buy
21,919
+3,795
+21% +$306K 0.79% 24
2024
Q4 		$1.45M Buy
18,124
+165
+0.9% +$13.6K 0.66% 27
2024
Q3 		$1.43M Sell
17,959
-42
-0.2% -$3.21K 0.68% 26
2024
Q2 		$1.31M Buy
18,001
+699
+4% +$51.3K 0.68% 25
2024
Q1 		$1.31M Sell
17,302
-1,888
-10% -$137K 0.78% 23
2023
Q4 		$1.41M Buy
19,190
+495
+3% +$32.7K 0.98% 22
2023
Q3 		$1.21M Sell
18,695
-69
-0.4% -$4.74K 0.97% 24
2023
Q2 		$1.29M Sell
18,764
-2,516
-12% -$164K 1% 21
2023
Q1 		$1.41M Sell
21,280
-1,029
-5% -$70.6K 1.18% 18
2022
Q4 		$1.44M Buy
+22,309
New +$1.43M 1.28% 18

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Stevens Capital Partners's MDYV Position: Q1 2026 in Review

Stevens Capital Partners reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.75% in Q1 2026, selling an estimated $15.3K and leaving 23,051 shares worth $1.96M. The position accounts for 0.47% of the portfolio, ranked #46.

Stevens Capital Partners first reported a position in MDYV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.97M in Q4 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Stevens Capital Partners held 23,051 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.96M as of Q1 2026.
  • Stevens Capital Partners sold 174 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $15.3K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.47% of Stevens Capital Partners's portfolio in Q1 2026, its #46 holding.
  • Stevens Capital Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Stevens Capital Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.97M in Q4 2025.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.