Valeo Financial Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $663K | Hold |
1,008
| – | – | 0.01% | 386 |
|
|
2026
Q2 | $706K | Hold |
1,008
| – | – | 0.01% | 364 |
|
|
2026
Q1 | $614K | Sell |
1,008
-81
| -7% | -$51.3K | 0.01% | 363 |
|
|
2025
Q4 | $657K | Buy |
1,089
+106
| +11% | +$63.4K | 0.01% | 396 |
|
|
2025
Q3 | $586K | Sell |
983
-79
| -7% | -$46.4K | 0.01% | 430 |
|
|
2025
Q2 | $601K | Buy |
1,062
+113
| +12% | +$60.6K | 0.01% | 413 |
|
|
2025
Q1 | $506K | Buy |
949
+70
| +8% | +$39.7K | 0.01% | 412 |
|
|
2024
Q4 | $501K | Buy |
879
+123
| +16% | +$72.1K | 0.01% | 408 |
|
|
2024
Q3 | $430K | Buy |
756
+1
| +0.1% | +$551 | 0.01% | 445 |
|
|
2024
Q2 | $404K | Hold |
755
| – | – | 0.01% | 445 |
|
|
2024
Q1 | $400K | Buy |
755
+52
| +7% | +$26.9K | 0.01% | 432 |
|
|
2023
Q4 | $357K | Hold |
703
| – | – | 0.01% | 439 |
|
|
2023
Q3 | $321K | Hold |
703
| – | – | 0.01% | 439 |
|
|
2023
Q2 | $337K | Sell |
703
-25
| -3% | -$11.4K | 0.02% | 407 |
|
|
2023
Q1 | $334K | Buy |
728
+93
| +15% | +$43.4K | 0.02% | 416 |
|
|
2022
Q4 | $281K | Hold |
635
| – | – | 0.02% | 403 |
|
|
2022
Q3 | $255K | Buy |
635
+65
| +11% | +$28.7K | 0.02% | 390 |
|
|
2022
Q2 | $236K | Sell |
570
-127
| -18% | -$57.3K | 0.01% | 410 |
|
|
2022
Q1 | $342K | Buy |
697
+127
| +22% | +$61.8K | 0.02% | 417 |
|
|
2021
Q4 | $295K | Sell |
570
-46
| -7% | -$23.4K | 0.02% | 411 |
|
|
2021
Q3 | $296K | Sell |
616
-75
| -11% | -$36.8K | 0.02% | 404 |
|
|
2021
Q2 | $339K | Buy |
691
+75
| +12% | +$37K | 0.02% | 339 |
|
|
2021
Q1 | $293K | Buy |
616
+4
| +0.7% | +$1.82K | 0.01% | 363 |
|
|
2020
Q4 | $257K | Buy |
612
+270
| +79% | +$104K | 0.01% | 369 |
|
|
2020
Q3 | $116K | Hold |
342
| – | – | 0.01% | 440 |
|
|
2020
Q2 | $111K | Sell |
342
-15
| -4% | -$4.55K | 0.01% | 476 |
|
|
2020
Q1 | $100K | Sell |
357
-22
| -6% | -$7.46K | 0.01% | 425 |
|
|
2019
Q4 | $142K | Buy |
379
+27
| +8% | +$9.76K | 0.01% | 389 |
|
|
2019
Q3 | $124K | Buy |
352
+338
| +2,414% | +$118K | 0.01% | 386 |
|
|
2019
Q2 | $5K | Hold |
14
| – | – | ﹤0.01% | 1214 |
|
|
2019
Q1 | $5K | Hold |
14
| – | – | ﹤0.01% | 1172 |
|
|
2018
Q4 | $4K | Hold |
14
| – | – | ﹤0.01% | 1147 |
|
|
2018
Q3 | $5K | Hold |
14
| – | – | ﹤0.01% | 1198 |
|
|
2018
Q2 | $5K | Sell |
14
-12
| -46% | -$4.22K | ﹤0.01% | 1139 |
|
|
2018
Q1 | $9K | Sell |
26
-101
| -80% | -$35.1K | ﹤0.01% | 959 |
|
|
2017
Q4 | $44K | Hold |
127
| – | – | 0.01% | 492 |
|
|
2017
Q3 | $41K | Buy |
+127
| New | +$40.4K | 0.01% | 436 |
|
Other funds holding MDY
MPWT
JA
SDAM
CBT
HFAS
FFBTD
MHWM
GBT
DM
BCG
Valeo Financial Advisors's MDY Position: Q3 2026 in Review
Valeo Financial Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 1,008 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #386.
Valeo Financial Advisors first reported a position in MDY in Q3 2017 and has held it in 37 quarters since. The position peaked at $706K in Q2 2026. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.
- Valeo Financial Advisors held 1,008 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $663K as of Q3 2026.
- Valeo Financial Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #386 holding.
- Valeo Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2017 and has held it in 37 quarters since.
- Valeo Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $706K in Q2 2026.
- 91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.
Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.