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- Upturn Summary
- Fund Details
Upturn AI Summary
SPDR® S&P 400 Mid Cap Value ETF(MDYV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MDYV
10/08/2026: MDYV (1-star) is currently NOT-A-BUY. Pass it for now.
MDYV provides exposure to mid-capitalization U.S. companies identified as value stocks by the S&P MidCap 400 Value Index. The fund is a low-cost, liquid vehicle backed by State Street, making it an efficient choice for investors seeking to balance their portfolios against large-cap growth dominance. Its primary role is to serve as a long-term core equity holding for those who believe in the value factor. Investors should monitor market cycles, as mid-caps are sensitive to domestic interest rates and economic growth, which can introduce notable volatility compared to large-cap stocks. It is most appropriate for long-term passive investors rather than active traders.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value stocks and typically underperforms during growth-led market rallies. |
| Momentum investor | Mixed fit | Momentum investors may find better opportunities elsewhere, as this fund follows a static value-based index methodology. |
| Value investor | Strong fit | The fund is specifically designed to provide exposure to undervalued mid-cap companies. |
| Dividend/Income investor | Mixed fit | While it offers exposure to established companies, it is not a dedicated high-dividend or income-generating product. |
| Low-risk investor | Weak fit | Mid-cap equities carry higher inherent volatility compared to large-cap or defensive asset classes. |
Investor Profile
Ideal Investor Profile
Long-term investors looking to diversify their equity holdings with mid-cap value exposure to balance growth-heavy portfolios.
Suitability
Best suited for passive index followers who have a long-term time horizon and can tolerate the cyclical nature of value investing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are historically more volatile than large-cap blue-chip stocks. |
| Market risk | Medium / high | General market downturns significantly impact the performance of mid-sized company valuations. |
| Concentration | Medium | The fund is diversified across hundreds of holdings but remains confined to the mid-cap segment. |
| Tracking/expense | Low | The fund maintains a low expense ratio and minimal tracking error relative to its benchmark. |
| Liquidity | Medium | Trading activity can decrease during market stress, potentially affecting execution prices. |
| Business/sector quality | Medium | The focus on value factors means exposure to sectors currently facing cyclical headwinds. |
Risk Analysis
Volatility
MDYV exhibits moderate to high volatility typical of the mid-cap asset class, reacting sharply to macroeconomic shifts.
Market Risk
The fund is exposed to systemic risks affecting the U.S. economy, with higher sensitivity to domestic demand than large-cap global firms.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 99.5 | This exposure provides broad access to mid-sized U.S. companies that exhibit value traits, balancing potential growth with fundamental valuation. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small cash buffer is maintained for liquidity and to manage daily inflows and outflows. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 13.33% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/08/2026 |
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