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

Bogart Wealth 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	$95	Hold	1	–	–	﹤0.01%	1940
2026 Q1	$85	Hold	1	–	–	﹤0.01%	1742
2025 Q4	$85	Hold	1	–	–	﹤0.01%	1557
2025 Q3	$83	Hold	1	–	–	﹤0.01%	1506
2025 Q2	$79	Buy	+1	New	+$76	﹤0.01%	1429
2023 Q1	–	Sell	-3,579	Closed	-$232K	–	1172
2022 Q4	$232K	Hold	3,579	–	–	0.02%	171
2022 Q3	$207K	Buy	+3,579	New	+$228K	0.02%	168

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

Bogart Wealth LLC's MDYV Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 1 share worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Bogart Wealth LLC first reported a position in MDYV in Q3 2022 and has held it in 7 quarters since. The position peaked at $232K in Q4 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Bogart Wealth LLC held 1 share of State Street SPDR S&P 400 Mid Cap Value ETF worth $95 as of Q2 2026.
Bogart Wealth 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 Bogart Wealth LLC's portfolio in Q2 2026, its #1940 holding.
Bogart Wealth LLC first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2022 and has held it in 7 quarters since.
Bogart Wealth LLC's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $232K 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.