SG
MDYV icon

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

StoneX Group’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 		$216K Sell
2,542
-160
-6% -$14.1K 0.01% 723
2025
Q4 		$229K Buy
2,702
+7
+0.3% +$586 0.01% 815
2025
Q3 		$225K Sell
2,695
-278
-9% -$22.9K 0.01% 791
2025
Q2 		$236K Buy
+2,973
New +$225K 0.01% 730
2025
Q1 		– Sell
-2,501
Closed -$201K – 930
2024
Q4 		$201K Sell
2,501
-183
-7% -$15K 0.01% 749
2024
Q3 		$213K Buy
+2,684
New +$205K 0.1% 301
2024
Q2 		– Sell
-2,898
Closed -$220K – 414
2024
Q1 		$220K Hold
2,898
– – 0.11% 261
2023
Q4 		$213K Sell
2,898
-1,831
-39% -$121K 0.11% 268
2023
Q3 		$307K Hold
4,729
– – 0.17% 167
2023
Q2 		$325K Sell
4,729
-286
-6% -$18.7K 0.18% 163
2023
Q1 		$331K Sell
5,015
-16
-0.3% -$1.1K 0.2% 155
2022
Q4 		$326K Sell
5,031
-925
-16% -$59.4K 0.05% 283
2022
Q3 		$344K Buy
5,956
+54
+0.9% +$3.45K 0.06% 198
2022
Q2 		$357K Buy
5,902
+193
+3% +$12.6K 0.06% 222
2022
Q1 		$402K Sell
5,709
-2,011
-26% -$139K 0.04% 358
2021
Q4 		$549K Buy
7,720
+2,297
+42% +$161K 0.06% 280
2021
Q3 		$359K Buy
5,423
+2,455
+83% +$165K 0.05% 318
2021
Q2 		$200K Buy
+2,968
New +$204K 0.03% 454
2017
Q3 		– Sell
-28,384
Closed -$1.37M – 281
2017
Q2 		$1.37M Buy
+28,384
New +$1.36M 0.43% 74

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 $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
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 $1.61B AUM 19.97% 1-Year Est. Return

StoneX Group's MDYV Position: Q1 2026 in Review

StoneX Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 5.9% in Q1 2026, selling an estimated $14.1K and leaving 2,542 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #723.

StoneX Group first reported a position in MDYV in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.37M in Q2 2017. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • StoneX Group held 2,542 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $216K as of Q1 2026.
  • StoneX Group sold 160 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $14.1K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of StoneX Group's portfolio in Q1 2026, its #723 holding.
  • StoneX Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2017 and has held it in 19 quarters since.
  • StoneX Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.37M in Q2 2017.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.