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

Acorn Wealth 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	$376K	Sell	3,966 -266	-6%	-$24.2K	0.09%	196
2026 Q1	$360K	Buy	4,232 +15	+0.4%	+$1.32K	0.11%	176
2025 Q4	$357K	Buy	4,217 +15	+0.4%	+$1.26K	0.11%	176
2025 Q3	$350K	Sell	4,202 -231	-5%	-$19K	0.11%	185
2025 Q2	$352K	Buy	4,433 +374	+9%	+$28.3K	0.13%	155
2025 Q1	$313K	Buy	4,059 +7	+0.2%	+$564	0.13%	159
2024 Q4	$325K	Sell	4,052 -142	-3%	-$11.7K	0.13%	150
2024 Q3	$333K	Buy	4,194 +12	+0.3%	+$917	0.14%	150
2024 Q2	$305K	Sell	4,182 -114	-3%	-$8.37K	0.15%	146
2024 Q1	$326K	Buy	4,296 +10	+0.2%	+$724	0.17%	128
2023 Q4	$315K	Buy	4,286 +11	+0.3%	+$727	0.19%	120
2023 Q3	$277K	Buy	4,275 +11	+0.3%	+$755	0.18%	127
2023 Q2	$293K	Hold	4,264	–	–	0.2%	122
2023 Q1	$282K	Buy	4,264 +10	+0.2%	+$686	0.21%	124
2022 Q4	$275K	Sell	4,254 -291	-6%	-$18.7K	0.21%	114
2022 Q3	$263K	Buy	4,545 +319	+8%	+$20.4K	0.22%	114
2022 Q2	$256K	Buy	4,226 +15	+0.4%	+$983	0.2%	132
2022 Q1	$296K	Buy	4,211 +377	+10%	+$26.1K	0.2%	125
2021 Q4	$273K	Buy	3,834 +15	+0.4%	+$1.05K	0.17%	138
2021 Q3	$253K	Sell	3,819 -3	-0.1%	-$202	0.18%	137
2021 Q2	$258K	Sell	3,822 -18	-0.5%	-$1.24K	0.18%	137
2021 Q1	$251K	Hold	3,840	–	–	0.18%	129
2020 Q4	$213K	Buy	+3,840	New	+$194K	0.17%	138
2020 Q1	–	Sell	-3,998	Closed	-$216K	–	120
2019 Q4	$216K	Buy	3,998 +21	+0.5%	+$1.11K	0.18%	114
2019 Q3	$211K	Buy	+3,977	New	+$201K	0.18%	116
2019 Q2	–	Sell	-5,911	Closed	-$311K	–	126
2019 Q1	$311K	Buy	5,911 +221	+4%	+$11K	0.28%	73
2018 Q4	$266K	Sell	5,690 -689	-11%	-$33.8K	0.27%	80
2018 Q3	$317K	Buy	6,379 +1,330	+26%	+$71.3K	0.31%	70
2018 Q2	$263K	Buy	5,049 +289	+6%	+$14.8K	0.22%	91
2018 Q1	$240K	Sell	4,760 -286	-6%	-$14.6K	0.21%	95
2017 Q4	$262K	Buy	+5,046	New	+$255K	0.24%	83

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 Wealth Advisors's MDYV Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 6.3% in Q2 2026, selling an estimated $24.2K and leaving 3,966 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #196.

Acorn Wealth Advisors first reported a position in MDYV in Q4 2017 and has held it in 31 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Acorn Wealth Advisors held 3,966 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $376K as of Q2 2026.
Acorn Wealth Advisors sold 266 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $24.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.09% of Acorn Wealth Advisors's portfolio in Q2 2026, its #196 holding.
Acorn Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and has held it in 31 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 Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.