4Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

4Wealth Advisors’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 Q2	$206K	Buy	+2,173	New	+$198K	0.16%	145

Other funds holding MDYV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

4Wealth Advisors's MDYV Position: Q2 2026 in Review

4Wealth Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 2,173 shares worth $206K. The stake represents 0.16% of the portfolio and ranks #145 among its holdings.

182 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

4Wealth Advisors held 2,173 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $206K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new 4Wealth Advisors position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.16% of 4Wealth Advisors's portfolio in Q2 2026, its #145 holding.
182 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.