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

Stifel 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
2026 Q1	$4.87M	Sell	57,207 -197,604	-78%	-$17.4M	﹤0.01%	1371
2025 Q4	$21.6M	Sell	254,811 -318,129	-56%	-$26.6M	0.02%	608
2025 Q3	$47.8M	Sell	572,940 -269,551	-32%	-$22.2M	0.04%	368
2025 Q2	$66.9M	Buy	842,491 +173,786	+26%	+$13.2M	0.07%	291
2025 Q1	$51.5M	Sell	668,705 -5,790	-0.9%	-$466K	0.05%	325
2024 Q4	$54.1M	Buy	674,495 +108,698	+19%	+$8.93M	0.06%	311
2024 Q3	$45M	Sell	565,797 -7,581	-1%	-$579K	0.05%	339
2024 Q2	$41.8M	Sell	573,378 -360,022	-39%	-$26.4M	0.05%	339
2024 Q1	$70.9M	Buy	933,400 +2,821	+0.3%	+$204K	0.08%	243
2023 Q4	$68.3M	Sell	930,579 -607,066	-39%	-$40.1M	0.09%	230
2023 Q3	$99.7M	Sell	1,537,645 -7,145	-0.5%	-$490K	0.14%	161
2023 Q2	$106M	Sell	1,544,790 -81,228	-5%	-$5.31M	0.15%	156
2023 Q1	$107M	Buy	1,626,018 +10,082	+0.6%	+$692K	0.15%	148
2022 Q4	$105M	Buy	1,615,936 +1,188,750	+278%	+$76.3M	0.16%	151
2022 Q3	$24.7M	Buy	427,186 +20,507	+5%	+$1.31M	0.04%	372
2022 Q2	$24.6M	Sell	406,679 -336,978	-45%	-$22.1M	0.04%	380
2022 Q1	$52.3M	Buy	743,657 +149,157	+25%	+$10.3M	0.07%	252
2021 Q4	$42.3M	Buy	594,500 +232,066	+64%	+$16.2M	0.06%	287
2021 Q3	$24M	Buy	362,434 +71,430	+25%	+$4.81M	0.04%	426
2021 Q2	$19.6M	Sell	291,004 -96,693	-25%	-$6.63M	0.03%	473
2021 Q1	$25.4M	Sell	387,697 -437,777	-53%	-$26.9M	0.04%	355
2020 Q4	$45.8M	Sell	825,474 -648,055	-44%	-$32.7M	0.08%	234
2020 Q3	$63.9M	Buy	1,473,529 +450,984	+44%	+$20M	0.13%	161
2020 Q2	$43.6M	Sell	1,022,545 -32,563	-3%	-$1.31M	0.1%	202
2020 Q1	$37.2M	Buy	1,055,108 +1,040,475	+7,110%	+$50.2M	0.1%	198
2019 Q4	$806K	Buy	14,633 +3,167	+28%	+$167K	﹤0.01%	1975
2019 Q3	$589K	Sell	11,466 -1,503	-12%	-$75.9K	﹤0.01%	2081
2019 Q2	$669K	Buy	12,969 +864	+7%	+$44K	﹤0.01%	2043
2019 Q1	$618K	Sell	12,105 -155	-1%	-$7.7K	﹤0.01%	1942
2018 Q4	$548K	Buy	12,260 +1,366	+13%	+$67.1K	﹤0.01%	1890
2018 Q3	$585K	Buy	10,894 +517	+5%	+$27.7K	﹤0.01%	2012
2018 Q2	$544K	Sell	10,377 -15,789	-60%	-$811K	﹤0.01%	1991
2018 Q1	$1.31M	Buy	26,166 +1,546	+6%	+$78.8K	﹤0.01%	1406
2017 Q4	$1.26M	Sell	24,620 -4,418	-15%	-$223K	﹤0.01%	1374
2017 Q3	$1.44M	Sell	29,038 -25,598	-47%	-$1.23M	0.01%	1293
2017 Q2	$2.63M	Sell	54,636 -2,058	-4%	-$98.5K	0.01%	984
2017 Q1	$2.74M	Buy	56,694 +176	+0.3%	+$8.47K	0.01%	958
2016 Q4	$2.66M	Buy	+56,518	New	+$2.53M	0.01%	920
2016 Q3	–	Sell	-21,562	Closed	-$893K	–	2458
2016 Q2	$893K	Buy	+21,562	New	+$880K	﹤0.01%	1405

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return

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 $3.64B AUM 14.73% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Stifel Financial's MDYV Position: Q1 2026 in Review

Stifel Financial reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 78% in Q1 2026, selling an estimated $17.4M and leaving 57,207 shares worth $4.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Stifel Financial first reported a position in MDYV in Q2 2016 and has held it in 39 quarters since. The position peaked at $107M in Q1 2023. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Stifel Financial held 57,207 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.87M as of Q1 2026.
Stifel Financial sold 197,604 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $17.4M.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1371 holding.
Stifel Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2016 and has held it in 39 quarters since.
Stifel Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $107M in Q1 2023.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.