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

Sunbelt Securities’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	–	Sell	-138	Closed	-$11.7K	–	3052
2025 Q4	$11.7K	Hold	138	–	–	﹤0.01%	1404
2025 Q3	$11.5K	Sell	138 -173	-56%	-$14.2K	﹤0.01%	1410
2025 Q2	$24.9K	Buy	311 +173	+125%	+$13.1K	﹤0.01%	1111
2025 Q1	$10.6K	Sell	138 -173	-56%	-$13.9K	﹤0.01%	1259
2024 Q4	$24.8K	Hold	311	–	–	﹤0.01%	1110
2024 Q3	$24.7K	Hold	311	–	–	﹤0.01%	1118
2024 Q2	$22.7K	Hold	311	–	–	﹤0.01%	1101
2024 Q1	$23.6K	Hold	311	–	–	﹤0.01%	1054
2023 Q4	$22.8K	Hold	311	–	–	﹤0.01%	999
2023 Q3	$20.2K	Hold	311	–	–	﹤0.01%	1016
2023 Q2	$21.4K	Hold	311	–	–	﹤0.01%	1005
2023 Q1	$20.2K	Buy	+311	New	+$21.3K	﹤0.01%	958

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Sunbelt Securities's MDYV Position: Q1 2026 in Review

Sunbelt Securities sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 138 shares — an estimated $11.7K sold.

Sunbelt Securities first reported a position in MDYV in Q1 2023 and held it in 12 quarters. The position peaked at $24.9K in Q2 2025. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Sunbelt Securities reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Sunbelt Securities sold 138 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $11.7K.
Sunbelt Securities first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and held it in 12 quarters.
Sunbelt Securities's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $24.9K in Q2 2025.
378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.