BFSG LLC’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

BFSG LLC’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	$21.2K	Hold	223	–	–	﹤0.01%	502
2026 Q1	$19K	Hold	223	–	–	﹤0.01%	505
2025 Q4	$18.9K	Hold	223	–	–	﹤0.01%	487
2025 Q3	$18.6K	Hold	223	–	–	﹤0.01%	486
2025 Q2	$17.7K	Hold	223	–	–	﹤0.01%	465
2025 Q1	$17.2K	Hold	223	–	–	﹤0.01%	457
2024 Q4	$17.9K	Hold	223	–	–	﹤0.01%	453
2024 Q3	$17.7K	Hold	223	–	–	﹤0.01%	453
2024 Q2	$16.3K	Buy	+223	New	+$16.4K	﹤0.01%	435

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BFSG LLC's MDYV Position: Q2 2026 in Review

BFSG LLC held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 223 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

BFSG LLC first reported a position in MDYV in Q2 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

BFSG LLC held 223 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $21.2K as of Q2 2026.
BFSG LLC 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 ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #502 holding.
BFSG LLC first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
87 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.