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

Arkadios 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	$275K	Sell	2,899 -80	-3%	-$7.28K	﹤0.01%	1446
2026 Q1	$254K	Buy	+2,979	New	+$263K	﹤0.01%	1446
2021 Q4	–	Sell	-620	Closed	-$41K	–	1289
2021 Q3	$41K	Sell	620 -792	-56%	-$53.4K	0.01%	950
2021 Q2	$95K	Sell	1,412 -313	-18%	-$21.5K	0.01%	731
2021 Q1	$112K	Sell	1,725 -140	-8%	-$8.59K	0.02%	514
2020 Q4	$103K	Buy	1,865 +1,293	+226%	+$65.3K	0.02%	433
2020 Q3	$26.8K	Buy	572 +1	+0.2%	+$44	0.01%	541
2020 Q2	$24.2K	Sell	571 -249	-30%	-$10K	0.01%	506
2020 Q1	$28.9K	Sell	820 -420	-34%	-$20.2K	0.02%	421
2019 Q4	$67.9K	Buy	+1,240	New	+$65.4K	0.04%	281

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

Arkadios Wealth Advisors's MDYV Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.7% in Q2 2026, selling an estimated $7.28K and leaving 2,899 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Arkadios Wealth Advisors first reported a position in MDYV in Q4 2019 and has held it in 10 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Arkadios Wealth Advisors held 2,899 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $275K as of Q2 2026.
Arkadios Wealth Advisors sold 80 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $7.28K.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1446 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 10 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.