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

Atwood & Palmer’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	$70.9K	Buy	747 +3	+0.4%	+$273	﹤0.01%	223
2026 Q1	$63.3K	Buy	744 +4	+0.5%	+$353	﹤0.01%	233
2025 Q4	$62.7K	Buy	740 +3	+0.4%	+$251	﹤0.01%	224
2025 Q3	$61.5K	Buy	+737	New	+$60.7K	﹤0.01%	227

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Atwood & Palmer's MDYV Position: Q2 2026 in Review

Atwood & Palmer increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.4% in Q2 2026, buying an estimated $273 and bringing the position to 747 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Atwood & Palmer first reported a position in MDYV in Q3 2025 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Atwood & Palmer held 747 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $70.9K as of Q2 2026.
Atwood & Palmer bought 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 Atwood & Palmer's portfolio in Q2 2026, its #223 holding.
Atwood & Palmer first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
234 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.