Acorn Financial Advisory Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Acorn Financial Advisory Services’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	$1.64M	Hold	17,276	–	–	0.22%	56
2026 Q1	$1.47M	Sell	17,276 -19	-0.1%	-$1.68K	0.2%	54
2025 Q4	$1.46M	Hold	17,295	–	–	0.22%	51
2025 Q3	$1.44M	Hold	17,295	–	–	0.22%	48
2025 Q2	$1.37M	Hold	17,295	–	–	0.23%	53
2025 Q1	$1.33M	Sell	17,295 -526	-3%	-$42.4K	0.24%	53
2024 Q4	$1.43M	Hold	17,821	–	–	0.24%	48
2024 Q3	$1.42M	Buy	17,821 +964	+6%	+$73.6K	0.25%	46
2024 Q2	$1.23M	Sell	16,857 -2,732	-14%	-$201K	0.23%	51
2024 Q1	$1.49M	Sell	19,589 -5,428	-22%	-$393K	0.28%	46
2023 Q4	$1.83M	Sell	25,017 -6,246	-20%	-$413K	0.32%	46
2023 Q3	$2.02M	Hold	31,263	–	–	0.36%	39
2023 Q2	$2.15M	Hold	31,263	–	–	0.38%	31
2023 Q1	$2.07M	Buy	31,263 +1,493	+5%	+$102K	0.4%	29
2022 Q4	$1.93M	Sell	29,770 -1,792	-6%	-$115K	0.41%	27
2022 Q3	$1.82M	Hold	31,562	–	–	0.43%	26
2022 Q2	$1.91M	Hold	31,562	–	–	0.45%	27
2022 Q1	$2.22M	Hold	31,562	–	–	0.44%	30
2021 Q4	$2.25M	Hold	31,562	–	–	0.45%	31
2021 Q3	$2.09M	Hold	31,562	–	–	0.65%	32
2021 Q2	$2.13M	Sell	31,562 -429	-1%	-$29.4K	0.63%	35
2021 Q1	$2.12M	Hold	31,991	–	–	0.78%	25
2020 Q4	$1.78M	Hold	31,991	–	–	0.7%	30
2020 Q3	$1.39M	Hold	31,991	–	–	0.73%	29
2020 Q2	$1.36M	Hold	31,991	–	–	0.95%	17
2020 Q1	$1.13M	Sell	31,991 -460	-1%	-$22.2K	1.12%	15
2019 Q4	$1.78M	Buy	+32,451	New	+$1.71M	1.49%	8

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

Acorn Financial Advisory Services's MDYV Position: Q2 2026 in Review

Acorn Financial Advisory Services held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 17,276 shares worth $1.64M. The position accounts for 0.22% of the portfolio, ranked #56.

Acorn Financial Advisory Services first reported a position in MDYV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.25M in Q4 2021. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Acorn Financial Advisory Services held 17,276 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.64M as of Q2 2026.
Acorn Financial Advisory Services left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.22% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #56 holding.
Acorn Financial Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.25M in Q4 2021.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.