Arax Advisory Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Arax Advisory Partners’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	$11K	Hold	116	–	–	﹤0.01%	4277
2026 Q1	$9.87K	Buy	116 +1	+0.9%	+$88	﹤0.01%	2446
2025 Q4	$9.77K	Buy	+115	New	+$9.63K	﹤0.01%	2482
2025 Q3	–	Sell	-114	Closed	-$9.08K	–	4041
2025 Q2	$9.08K	Hold	114	–	–	﹤0.01%	2008
2025 Q1	$8.77K	Buy	114 +1	+0.9%	+$81	﹤0.01%	1606
2024 Q4	$9.1K	Hold	113	–	–	﹤0.01%	1520
2024 Q3	$8.96K	Buy	113 +1	+0.9%	+$76	﹤0.01%	1470
2024 Q2	$8.19K	Hold	112	–	–	﹤0.01%	1368
2024 Q1	$8.48K	Sell	112 -53	-32%	-$3.84K	﹤0.01%	802
2023 Q4	$12.1K	Buy	165 +54	+49%	+$3.57K	﹤0.01%	733
2023 Q3	$7.18K	Buy	111 +1	+0.9%	+$69	﹤0.01%	796
2023 Q2	$7.58K	Hold	110	–	–	﹤0.01%	773
2023 Q1	$7.25K	Buy	110 +1	+0.9%	+$69	﹤0.01%	756
2022 Q4	$7.07K	Hold	109	–	–	﹤0.01%	705
2022 Q3	$6K	Buy	109 +1	+0.9%	+$64	﹤0.01%	752
2022 Q2	$7K	Hold	108	–	–	﹤0.01%	705
2022 Q1	$8K	Hold	108	–	–	﹤0.01%	688
2021 Q4	$8K	Buy	108 +1	+0.9%	+$70	﹤0.01%	697
2021 Q3	$7K	Hold	107	–	–	﹤0.01%	712
2021 Q2	$7K	Buy	+107	New	+$7.34K	﹤0.01%	713
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	706
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	666
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	654
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	652
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	571
2019 Q3	$1K	Buy	+24	New	+$1.21K	﹤0.01%	572

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

Arax Advisory Partners's MDYV Position: Q2 2026 in Review

Arax Advisory Partners held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 116 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4277.

Arax Advisory Partners first reported a position in MDYV in Q3 2019 and has held it in 26 quarters since. The position peaked at $12.1K in Q4 2023. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Arax Advisory Partners held 116 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $11K as of Q2 2026.
Arax Advisory Partners 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 ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4277 holding.
Arax Advisory Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2019 and has held it in 26 quarters since.
Arax Advisory Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $12.1K in Q4 2023.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.