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

Balanced Wealth Group’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 		$5.38M Sell
56,763
-104,358
-65% -$9.5M 1.7% 16
2026
Q1 		$13.7M Buy
161,121
+4,539
+3% +$400K 4.91% 7
2025
Q4 		$13.1M Buy
156,582
+4,879
+3% +$408K 4.8% 6
2025
Q3 		$12.3M Sell
151,703
-468
-0.3% -$38.5K 5.39% 5
2025
Q2 		$12.2M Buy
152,171
+10,619
+8% +$804K 5.3% 5
2025
Q1 		$10.9M Sell
141,552
-1,335
-0.9% -$108K 5.27% 5
2024
Q4 		$11.8M Buy
142,887
+8,153
+6% +$670K 5.31% 5
2024
Q3 		$10.6M Sell
134,734
-113,153
-46% -$8.64M 4.7% 6
2024
Q2 		$9.24M Buy
247,887
+13,486
+6% +$990K 4.21% 6
2024
Q1 		$8.55M Buy
234,401
+192,575
+460% +$13.9M 3.81% 6
2023
Q4 		$3.07M Buy
+41,826
New +$2.77M 1.6% 16

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Morgan Stanley
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

Balanced Wealth Group's MDYV Position: Q2 2026 in Review

Balanced Wealth Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 65% in Q2 2026, selling an estimated $9.5M and leaving 56,763 shares worth $5.38M. The position accounts for 1.7% of the portfolio, ranked #16.

Balanced Wealth Group first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7M in Q1 2026. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Balanced Wealth Group held 56,763 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $5.38M as of Q2 2026.
  • Balanced Wealth Group sold 104,358 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $9.5M.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 1.7% of Balanced Wealth Group's portfolio in Q2 2026, its #16 holding.
  • Balanced Wealth Group 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.
  • Balanced Wealth Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $13.7M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.