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

Accurate Wealth Management’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	$1.86M	Buy	19,761 +602	+3%	+$54.8K	0.18%	131
2026 Q1	$1.69M	Sell	19,159 -248	-1%	-$21.9K	0.2%	110
2025 Q4	$1.72M	Sell	19,407 -568	-3%	-$47.6K	0.22%	116
2025 Q3	$1.66M	Buy	19,975 +1,114	+6%	+$91.7K	0.22%	111
2025 Q2	$1.56M	Buy	+18,861	New	+$1.43M	0.24%	106
2023 Q1	–	Sell	-100	Closed	-$6.78K	–	936
2022 Q4	$6.78K	Buy	+100	New	+$6.42K	﹤0.01%	954

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

APP

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

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

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

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Accurate Wealth Management's MDYV Position: Q2 2026 in Review

Accurate Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.1% in Q2 2026, buying an estimated $54.8K and bringing the position to 19,761 shares worth $1.86M. The position accounts for 0.18% of the portfolio, ranked #131.

Accurate Wealth Management first reported a position in MDYV in Q4 2022 and has held it in 6 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Accurate Wealth Management held 19,761 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.86M as of Q2 2026.
Accurate Wealth Management bought 602 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $54.8K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.18% of Accurate Wealth Management's portfolio in Q2 2026, its #131 holding.
Accurate Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 6 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.