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

Advisornet Financial’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	$131K	Sell	1,377 -3	-0.2%	-$273	0.01%	775
2026 Q1	$118K	Buy	1,380 +95	+7%	+$8.38K	0.01%	768
2025 Q4	$109K	Buy	1,285 +1,013	+372%	+$84.8K	0.01%	793
2025 Q3	$22.7K	Sell	272 -546	-67%	-$45K	﹤0.01%	1258
2025 Q2	$65K	Hold	818	–	–	﹤0.01%	909
2025 Q1	$63K	Hold	818	–	–	﹤0.01%	867
2024 Q4	$65.6K	Sell	818 -15	-2%	-$1.23K	0.01%	803
2024 Q3	$66.2K	Sell	833 -8	-1%	-$611	﹤0.01%	819
2024 Q2	$61.3K	Hold	841	–	–	0.01%	756
2024 Q1	$63.9K	Buy	841 +61	+8%	+$4.42K	0.01%	743
2023 Q4	$57.2K	Sell	780 -46	-6%	-$3.04K	0.01%	777
2023 Q3	$53.6K	Sell	826 -66	-7%	-$4.53K	﹤0.01%	767
2023 Q2	$61.4K	Sell	892 -134	-13%	-$8.76K	0.01%	761
2023 Q1	$67.8K	Hold	1,026	–	–	0.01%	713
2022 Q4	$66.4K	Hold	1,026	–	–	0.01%	724
2022 Q3	$59K	Hold	1,026	–	–	0.01%	802
2022 Q2	$62K	Sell	1,026 -3,226	-76%	-$211K	0.01%	808
2022 Q1	$299K	Buy	4,252 +3,299	+346%	+$229K	0.02%	465
2021 Q4	$68K	Buy	953 +134	+16%	+$9.37K	﹤0.01%	918
2021 Q3	$54K	Hold	819	–	–	﹤0.01%	980
2021 Q2	$55K	Sell	819 -2,440	-75%	-$167K	﹤0.01%	962
2021 Q1	$213K	Buy	3,259 +335	+11%	+$20.5K	0.02%	546
2020 Q4	$162K	Buy	2,924 +2,079	+246%	+$105K	0.01%	556
2020 Q3	$37K	Buy	845 +534	+172%	+$23.7K	﹤0.01%	936
2020 Q2	$13K	Sell	311 -428	-58%	-$17.2K	﹤0.01%	1230
2020 Q1	$26K	Buy	739 +435	+143%	+$21K	﹤0.01%	996
2019 Q4	$17K	Buy	304 +21	+7%	+$1.11K	﹤0.01%	1238
2019 Q3	$15K	Hold	283	–	–	﹤0.01%	1267
2019 Q2	$15K	Sell	283 -198	-41%	-$10.1K	﹤0.01%	1133
2019 Q1	$24K	Buy	+481	New	+$23.9K	﹤0.01%	946

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

Advisornet Financial's MDYV Position: Q2 2026 in Review

Advisornet Financial reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.22% in Q2 2026, selling an estimated $273 and leaving 1,377 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #775.

Advisornet Financial first reported a position in MDYV in Q1 2019 and has held it in 30 quarters since. The position peaked at $299K in Q1 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Advisornet Financial held 1,377 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $131K as of Q2 2026.
Advisornet Financial sold 3 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $273.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #775 holding.
Advisornet Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
Advisornet Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $299K in Q1 2022.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.