Bartlett & Co Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bartlett & Co Wealth Management’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	$198K	Buy	2,092 +6	+0.3%	+$546	﹤0.01%	481
2026 Q1	$188K	Buy	2,086 +554	+36%	+$48.8K	﹤0.01%	472
2025 Q4	$130K	Buy	1,532 +5	+0.3%	+$419	﹤0.01%	511
2025 Q3	$127K	Buy	1,527 +4	+0.3%	+$329	﹤0.01%	513
2025 Q2	$121K	Buy	1,523 +5	+0.3%	+$379	﹤0.01%	512
2025 Q1	$117K	Buy	1,518 +3	+0.2%	+$242	﹤0.01%	521
2024 Q4	$122K	Sell	1,515 -87	-5%	-$7.15K	﹤0.01%	513
2024 Q3	$127K	Buy	1,602 +4	+0.3%	+$306	﹤0.01%	510
2024 Q2	$117K	Sell	1,598 -7	-0.4%	-$514	﹤0.01%	518
2024 Q1	$122K	Buy	1,605 +104	+7%	+$7.53K	﹤0.01%	521
2023 Q4	$111K	Buy	1,501 +3	+0.2%	+$198	﹤0.01%	556
2023 Q3	$97.1K	Buy	1,498 +4	+0.3%	+$274	﹤0.01%	544
2023 Q2	$103K	Buy	1,494 +4	+0.3%	+$261	﹤0.01%	536
2023 Q1	$98.5K	Buy	1,490 +3	+0.2%	+$206	﹤0.01%	468
2022 Q4	$96.2K	Buy	1,487 +1,382	+1,316%	+$88.7K	﹤0.01%	476
2022 Q3	$6.07K	Buy	105 +104	+10,400%	+$6.64K	﹤0.01%	893
2022 Q2	$61	Hold	1	–	–	﹤0.01%	1296
2022 Q1	$70	Buy	+1	New	+$69	﹤0.01%	1064
2021 Q4	–	Sell	-1	Closed	-$66	–	685
2021 Q3	$66	Hold	1	–	–	﹤0.01%	935
2021 Q2	$68	Buy	+1	New	+$69	﹤0.01%	1067

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

Bartlett & Co Wealth Management's MDYV Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.29% in Q2 2026, buying an estimated $546 and bringing the position to 2,092 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Bartlett & Co Wealth Management first reported a position in MDYV in Q2 2021 and has held it in 20 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Bartlett & Co Wealth Management held 2,092 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $198K as of Q2 2026.
Bartlett & Co Wealth Management bought 6 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $546.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #481 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2021 and has held it in 20 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 Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.