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

Beacon Pointe 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	$288K	Buy	+3,034	New	+$276K	﹤0.01%	1630

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

Beacon Pointe Advisors's MDYV Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 3,034 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings.

383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Beacon Pointe Advisors held 3,034 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $288K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Beacon Pointe Advisors position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1630 holding.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.