Steward Partners Investment Advisory’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Steward Partners Investment Advisory’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	$3.68M	Buy	38,809 +1,453	+4%	+$132K	0.02%	674
2026 Q1	$3.18M	Buy	37,356 +120	+0.3%	+$10.6K	0.02%	685
2025 Q4	$3.15M	Buy	37,236 +797	+2%	+$66.7K	0.02%	623
2025 Q3	$3.04M	Buy	36,439 +34,528	+1,807%	+$2.84M	0.02%	630
2025 Q2	$152K	Buy	1,911 +227	+13%	+$17.2K	﹤0.01%	1885
2025 Q1	$130K	Sell	1,684 -1,137	-40%	-$91.6K	﹤0.01%	1867
2024 Q4	$226K	Buy	2,821 +120	+4%	+$9.86K	﹤0.01%	1536
2024 Q3	$215K	Buy	2,701 +413	+18%	+$31.6K	﹤0.01%	1493
2024 Q2	$167K	Buy	2,288 +24	+1%	+$1.76K	﹤0.01%	1529
2024 Q1	$172K	Sell	2,264 -5,314	-70%	-$385K	﹤0.01%	1509
2023 Q4	$556K	Buy	7,578 +2,028	+37%	+$134K	0.01%	952
2023 Q3	$360K	Buy	5,550 +305	+6%	+$20.9K	0.01%	1054
2023 Q2	$361K	Sell	5,245 -447	-8%	-$29.2K	0.01%	1056
2023 Q1	$376K	Buy	5,692 +647	+13%	+$44.4K	0.01%	1026
2022 Q4	$326K	Buy	+5,045	New	+$324K	0.01%	1052
2020 Q4	–	Sell	-68	Closed	-$3K	–	2953
2020 Q3	$3K	Hold	68	–	–	﹤0.01%	2504
2020 Q2	$3K	Hold	68	–	–	﹤0.01%	2392
2020 Q1	$2K	Sell	68 -112	-62%	-$5.4K	﹤0.01%	2295
2019 Q4	$9K	Hold	180	–	–	﹤0.01%	2060
2019 Q3	$9K	Hold	180	–	–	﹤0.01%	2049
2019 Q2	$9K	Buy	+180	New	+$9.17K	﹤0.01%	2032
2019 Q1	–	Sell	-5,472	Closed	-$242K	–	820
2018 Q4	$242K	Buy	5,472 +5,202	+1,927%	+$255K	0.01%	652
2018 Q3	$15K	Hold	270	–	–	﹤0.01%	1696
2018 Q2	$14K	Hold	270	–	–	﹤0.01%	1619
2018 Q1	$13K	Sell	270 -194	-42%	-$9.88K	﹤0.01%	1489
2017 Q4	$23K	Buy	+464	New	+$23.4K	﹤0.01%	1067

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

Steward Partners Investment Advisory's MDYV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.9% in Q2 2026, buying an estimated $132K and bringing the position to 38,809 shares worth $3.68M. The position accounts for 0.02% of the portfolio, ranked #674.

Steward Partners Investment Advisory first reported a position in MDYV in Q4 2017 and has held it in 26 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Steward Partners Investment Advisory held 38,809 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.68M as of Q2 2026.
Steward Partners Investment Advisory bought 1,453 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $132K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #674 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and has held it in 26 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.