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

TD Capital Management’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	$18.7K	Buy	220 +1	+0.5%	+$88	﹤0.01%	377
2025 Q4	$18.5K	Buy	219 +1	+0.5%	+$84	﹤0.01%	363
2025 Q3	$18.2K	Buy	218 +1	+0.5%	+$82	﹤0.01%	341
2025 Q2	$17.2K	Buy	217 +1	+0.5%	+$76	﹤0.01%	340
2025 Q1	$16.6K	Buy	216 +1	+0.5%	+$81	﹤0.01%	272
2024 Q4	$17.2K	Buy	215 +1	+0.5%	+$82	﹤0.01%	253
2024 Q3	$17K	Buy	214 +1	+0.5%	+$76	﹤0.01%	260
2024 Q2	$15.5K	Buy	213 +1	+0.5%	+$73	﹤0.01%	256
2024 Q1	$16.1K	Buy	212 +1	+0.5%	+$72	﹤0.01%	256
2023 Q4	$15.5K	Buy	211 +1	+0.5%	+$66	﹤0.01%	254
2023 Q3	$13.6K	Buy	+210	New	+$14.4K	﹤0.01%	258

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

TD Capital Management's MDYV Position: Q1 2026 in Review

TD Capital Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.46% in Q1 2026, buying an estimated $88 and bringing the position to 220 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

TD Capital Management first reported a position in MDYV in Q3 2023 and has held it in 11 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

TD Capital Management held 220 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $18.7K as of Q1 2026.
TD Capital Management bought 1 State Street SPDR S&P 400 Mid Cap Value ETF share in Q1 2026, an estimated $88.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #377 holding.
TD Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.