William Blair & Company
MDYV icon

William Blair & Company’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

William Blair & Company’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 		$336K Buy
3,949
+1,341
+51% +$118K ﹤0.01% 1290
2025
Q4 		$221K Sell
2,608
-33
-1% -$2.76K ﹤0.01% 1425
2025
Q3 		$220K Sell
2,641
-245
-8% -$20.2K ﹤0.01% 1428
2025
Q2 		$229K Sell
2,886
-300
-9% -$22.7K ﹤0.01% 1366
2025
Q1 		$245K Hold
3,186
– – ﹤0.01% 1321
2024
Q4 		$256K Hold
3,186
– – ﹤0.01% 1349
2024
Q3 		$253K Hold
3,186
– – ﹤0.01% 1348
2024
Q2 		$232K Sell
3,186
-800
-20% -$58.7K ﹤0.01% 1354
2024
Q1 		$303K Buy
3,986
+42
+1% +$3.04K ﹤0.01% 1250
2023
Q4 		$289K Sell
3,944
-64
-2% -$4.23K ﹤0.01% 1265
2023
Q3 		$260K Hold
4,008
– – ﹤0.01% 1295
2023
Q2 		$276K Buy
4,008
+120
+3% +$7.84K ﹤0.01% 1280
2023
Q1 		$257K Buy
3,888
+1,180
+44% +$81K ﹤0.01% 1300
2022
Q4 		$175K Buy
2,708
+64
+2% +$4.11K ﹤0.01% 1395
2022
Q3 		$153K Sell
2,644
-913
-26% -$58.3K ﹤0.01% 1440
2022
Q2 		$215K Buy
3,557
+756
+27% +$49.5K ﹤0.01% 1388
2022
Q1 		$197K Sell
2,801
-97
-3% -$6.72K ﹤0.01% 1522
2021
Q4 		$206K Sell
2,898
-130
-4% -$9.09K ﹤0.01% 1563
2021
Q3 		$201K Hold
3,028
– – ﹤0.01% 1503
2021
Q2 		$204K Sell
3,028
-126
-4% -$8.64K ﹤0.01% 1497
2021
Q1 		$206K Sell
3,154
-244
-7% -$15K ﹤0.01% 1475
2020
Q4 		$189K Buy
3,398
+2,550
+301% +$129K ﹤0.01% 1456
2020
Q3 		$37K Buy
848
+348
+70% +$15.4K ﹤0.01% 1529
2020
Q2 		$21K Sell
500
-175
-26% -$7.05K ﹤0.01% 1530
2020
Q1 		$24K Sell
675
-17
-2% -$820 ﹤0.01% 1465
2019
Q4 		$38K Buy
692
+92
+15% +$4.85K ﹤0.01% 1517
2019
Q3 		$31K Hold
600
– – ﹤0.01% 1499
2019
Q2 		$31K Hold
600
– – ﹤0.01% 1542
2019
Q1 		$30K Hold
600
– – ﹤0.01% 1519
2018
Q4 		$27K Hold
600
– – ﹤0.01% 1456
2018
Q3 		$32K Hold
600
– – ﹤0.01% 1495
2018
Q2 		$31K Hold
600
– – ﹤0.01% 1466
2018
Q1 		$30K Buy
+600
New +$30.6K ﹤0.01% 1386

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 $4.02B AUM 20% 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 $1.92B AUM 26.86% 1-Year Est. Return

William Blair & Company's MDYV Position: Q1 2026 in Review

William Blair & Company increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 51% in Q1 2026, buying an estimated $118K and bringing the position to 3,949 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

William Blair & Company first reported a position in MDYV in Q1 2018 and has held it in 33 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • William Blair & Company held 3,949 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $336K as of Q1 2026.
  • William Blair & Company bought 1,341 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $118K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1290 holding.
  • William Blair & Company first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2018 and has held it in 33 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 William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.