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

Beaumont Financial 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	$292K	Hold	3,081	–	–	0.02%	317
2026 Q1	$262K	Hold	3,081	–	–	0.02%	321
2025 Q4	$261K	Hold	3,081	–	–	0.02%	319
2025 Q3	$257K	Hold	3,081	–	–	0.02%	346
2025 Q2	$245K	Sell	3,081 -108	-3%	-$8.18K	0.02%	335
2025 Q1	$246K	Hold	3,189	–	–	0.02%	321
2024 Q4	$256K	Hold	3,189	–	–	0.02%	317
2024 Q3	$253K	Hold	3,189	–	–	0.02%	299
2024 Q2	$233K	Sell	3,189 -196	-6%	-$14.4K	0.02%	321
2024 Q1	$257K	Hold	3,385	–	–	0.02%	301
2023 Q4	$248K	Sell	3,385 -1,424	-30%	-$94.2K	0.02%	292
2023 Q3	$312K	Sell	4,809 -2,138	-31%	-$147K	0.03%	236
2023 Q2	$478K	Sell	6,947 -3,269	-32%	-$214K	0.04%	195
2023 Q1	$675K	Sell	10,216 -827	-7%	-$56.8K	0.07%	152
2022 Q4	$715K	Sell	11,043 -25	-0.2%	-$1.6K	0.07%	151
2022 Q3	$640K	Buy	+11,068	New	+$706K	0.06%	152

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

Beaumont Financial Advisors's MDYV Position: Q2 2026 in Review

Beaumont Financial Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 3,081 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #317.

Beaumont Financial Advisors first reported a position in MDYV in Q3 2022 and has held it in 16 quarters since. The position peaked at $715K in Q4 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Beaumont Financial Advisors held 3,081 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $292K as of Q2 2026.
Beaumont Financial Advisors left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #317 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
Beaumont Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $715K in Q4 2022.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.