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

ARQ 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 Q3	$460K	Sell	5,193 -68	-1%	-$6.4K	0.06%	155
2026 Q2	$500K	Sell	5,261 -1,138	-18%	-$104K	0.06%	151
2026 Q1	$545K	Sell	6,399 -235	-4%	-$20.7K	0.1%	122
2025 Q4	$562K	Sell	6,634 -99	-1%	-$8.29K	0.15%	86
2025 Q3	$562K	Sell	6,733 -226	-3%	-$18.6K	0.17%	83
2025 Q2	$536K	Hold	6,959	–	–	0.18%	71
2025 Q1	$536K	Hold	6,959	–	–	0.2%	66
2024 Q4	$558K	Sell	6,959 -993	-12%	-$81.6K	0.21%	65
2024 Q3	$628K	Sell	7,952 -34	-0.4%	-$2.6K	0.24%	58
2024 Q2	$583K	Sell	7,986 -1,258	-14%	-$92.3K	0.25%	55
2024 Q1	$703K	Buy	9,244 +1,993	+27%	+$144K	0.31%	48
2023 Q4	$532K	Sell	7,251 -1,514	-17%	-$100K	0.32%	39
2023 Q3	$568K	Sell	8,765 -10,840	-55%	-$744K	0.43%	39
2023 Q2	$1.35M	Sell	19,605 -40,950	-68%	-$2.68M	0.88%	29
2023 Q1	$4M	Sell	60,555 -295	-0.5%	-$20.3K	2.94%	13
2022 Q4	$3.94M	Buy	60,850 +1,050	+2%	+$67.4K	2.57%	16
2022 Q3	$3.46M	Sell	59,800 -227	-0.4%	-$14.5K	2.67%	15
2022 Q2	$3.63M	Buy	60,027 +1,097	+2%	+$71.9K	2.6%	16
2022 Q1	$4.15M	Buy	58,930 +12,880	+28%	+$893K	2.79%	14
2021 Q4	$3.27M	Sell	46,050 -8,954	-16%	-$626K	2.33%	16
2021 Q3	$3.64M	Buy	55,004 +1,291	+2%	+$87K	2.34%	17
2021 Q2	$3.63M	Buy	53,713 +1,511	+3%	+$104K	2.33%	15
2021 Q1	$3.42M	Sell	52,202 -4,441	-8%	-$272K	2.21%	16
2020 Q4	$3.14M	Buy	56,643 +8,801	+18%	+$444K	1.98%	17
2020 Q3	$2.08M	Sell	47,842 -729	-2%	-$32.3K	2%	14
2020 Q2	$2.07M	Buy	48,571 +6,786	+16%	+$273K	2.01%	15
2020 Q1	$1.47M	Buy	+41,785	New	+$2.01M	1.68%	17

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

ARQ Wealth Advisors's MDYV Position: Q3 2026 in Review

ARQ Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.3% in Q3 2026, selling an estimated $6.4K and leaving 5,193 shares worth $460K. The position accounts for 0.06% of the portfolio, ranked #155.

ARQ Wealth Advisors first reported a position in MDYV in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.15M in Q1 2022. 237 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

ARQ Wealth Advisors held 5,193 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $460K as of Q3 2026.
ARQ Wealth Advisors sold 68 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $6.4K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.06% of ARQ Wealth Advisors's portfolio in Q3 2026, its #155 holding.
ARQ Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2020 and has held it in 27 quarters since.
ARQ Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.15M in Q1 2022.
237 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.