State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF

SPDR SERIES TRUST · 1 share class

U.S. equity index ETF
One fund, 1 share class:MDYV
$2.68B NAV
300 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF is a U.S. equity index ETF that tracks the S&P MidCap 400 Value Index. 12% of MDYV’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 93% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
ETF

Fund profile

As filed in the prospectus · 2025 Q4

The State Street SPDR S&P 400 Mid Cap Value ETF (the Fund) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of medium capitalization exchange traded U.S. equity securities exhibiting value characteristics.

Strategy · summarised

The fund tracks the S&P MidCap 400 Value Index, which selects mid-capitalization U.S. stocks exhibiting value characteristics based on book-to-price, earnings-to-price, and sales-to-price ratios, then weights them by market capitalization. The fund employs a sampling strategy and may hold a subset of index securities rather than all constituents, which can cause its returns to diverge from the index. The fund may also use futures contracts to manage cash flows and track performance.

Expenses
0.15%one share class
Share classExpense ratio
MDYV0.15%

Portfolio turnover 37.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

101.50%
of net assets
Stocks99.75%
Cash & short-term1.75%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Financials22.2%
Industrials19.1%
Consumer Discretionary12.2%
Information Technology8.8%
9 smaller37.7%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
12%of stock holdings in top-quartile growers
covering 93% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 3 new6 exited

New: SharkNinja Inc, SIRI, SMTC

Exited: Masimo Corp, FLO, CNXC, BRBR, COTY, BLKB

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+26.72%
3-year
+47.95%
5-year
+46.61%
Volatility
11.67%
Worst 3-yr fall
-14.61%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
State Street Global AdvisorsGVMXX1.75%$46.89M
US Foods Holding CorpUSFD1.29%$34.53M
TD SYNNEX CorpSNX1.15%$30.69M
Reliance IncRS1.09%$29.27M
Performance Food Group CoPFGC1.01%$26.96M
WESCO International IncWCC0.96%$25.84M
Entegris IncENTG0.94%$25.26M
Annaly Capital Management IncNLY0.94%$25.16M
Regal Rexnord CorpRRX0.91%$24.34M
Toll Brothers IncTOL0.90%$23.94M
Showing 10 of 300Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 10.94% of net assets, top 25 22.73%, across 300 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

Sign in free