Belpointe Asset Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Belpointe Asset 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	$532K	Sell	5,606 -134	-2%	-$12.2K	0.02%	706
2026 Q1	$489K	Sell	5,740 -246	-4%	-$21.7K	0.02%	690
2025 Q4	$507K	Sell	5,986 -119	-2%	-$9.96K	0.02%	653
2025 Q3	$509K	Sell	6,105 -105	-2%	-$8.65K	0.02%	623
2025 Q2	$493K	Sell	6,210 -813	-12%	-$61.6K	0.02%	579
2025 Q1	$541K	Buy	+7,023	New	+$566K	0.03%	539
2023 Q2	–	Sell	-750	Closed	-$49.5K	–	2207
2023 Q1	$49.5K	Sell	750 -1,213	-62%	-$83.3K	﹤0.01%	1704
2022 Q4	$127K	Buy	+1,963	New	+$126K	0.01%	1118
2022 Q2	–	Sell	-8,155	Closed	-$574K	–	1212
2022 Q1	$574K	Buy	+8,155	New	+$565K	0.03%	497
2020 Q1	–	Sell	-13,892	Closed	-$761K	–	719
2019 Q4	$761K	Sell	13,892 -697	-5%	-$36.8K	0.1%	223
2019 Q3	$749K	Buy	14,589 +164	+1%	+$8.28K	0.12%	189
2019 Q2	$741K	Buy	+14,425	New	+$735K	0.15%	152
2019 Q1	–	Sell	-12,083	Closed	-$536K	–	519
2018 Q4	$536K	Buy	12,083 +167	+1%	+$8.2K	0.14%	167
2018 Q3	$640K	Buy	+11,916	New	+$639K	0.1%	200

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

Belpointe Asset Management's MDYV Position: Q2 2026 in Review

Belpointe Asset Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.3% in Q2 2026, selling an estimated $12.2K and leaving 5,606 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #706.

Belpointe Asset Management first reported a position in MDYV in Q3 2018 and has held it in 14 quarters since. The position peaked at $761K in Q4 2019. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Belpointe Asset Management held 5,606 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $532K as of Q2 2026.
Belpointe Asset Management sold 134 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $12.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #706 holding.
Belpointe Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2018 and has held it in 14 quarters since.
Belpointe Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $761K in Q4 2019.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.