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

American Financial & Tax Strategies’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 		$1.39M Sell
14,612
-171
-1% -$15.6K 0.63% 45
2026
Q1 		$1.26M Sell
14,783
-183
-1% -$16.1K 0.61% 46
2025
Q4 		$1.27M Buy
14,966
+1,136
+8% +$95.1K 0.63% 46
2025
Q3 		$1.15M Sell
13,830
-262
-2% -$21.6K 0.58% 49
2025
Q2 		$1.12M Buy
14,092
+244
+2% +$18.5K 0.58% 49
2025
Q1 		$1.07M Buy
13,848
+104
+0.8% +$8.38K 0.57% 48
2024
Q4 		$1.1M Buy
13,744
+573
+4% +$47.1K 0.57% 48
2024
Q3 		$1.05M Buy
13,171
+651
+5% +$49.7K 0.53% 52
2024
Q2 		$913K Buy
12,520
+641
+5% +$47K 0.48% 54
2024
Q1 		$903K Sell
11,879
-423
-3% -$30.6K 0.48% 53
2023
Q4 		$903K Buy
+12,302
New +$814K 0.52% 52

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

American Financial & Tax Strategies's MDYV Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.2% in Q2 2026, selling an estimated $15.6K and leaving 14,612 shares worth $1.39M. The position accounts for 0.63% of the portfolio, ranked #45.

American Financial & Tax Strategies first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. 312 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • American Financial & Tax Strategies held 14,612 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.39M as of Q2 2026.
  • American Financial & Tax Strategies sold 171 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $15.6K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.63% of American Financial & Tax Strategies's portfolio in Q2 2026, its #45 holding.
  • American Financial & Tax Strategies first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 312 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.