Brady Martz Wealth Solutions’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Brady Martz Wealth Solutions’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	$1.1M	Sell	11,640 -194	-2%	-$17.7K	0.17%	96
2026 Q1	$1.01M	Sell	11,834 -1,676	-12%	-$148K	0.17%	97
2025 Q4	$1.14M	Sell	13,510 -1,195	-8%	-$100K	0.2%	86
2025 Q3	$1.23M	Sell	14,705 -178	-1%	-$14.7K	0.22%	84
2025 Q2	$1.18M	Sell	14,883 -4,875	-25%	-$369K	0.23%	82
2025 Q1	$1.52M	Sell	19,758 -2,517	-11%	-$203K	0.34%	64
2024 Q4	$1.81M	Buy	+22,275	New	+$1.83M	0.44%	56

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

Brady Martz Wealth Solutions's MDYV Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.6% in Q2 2026, selling an estimated $17.7K and leaving 11,640 shares worth $1.1M. The position accounts for 0.17% of the portfolio, ranked #96.

Brady Martz Wealth Solutions first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q4 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Brady Martz Wealth Solutions held 11,640 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.1M as of Q2 2026.
Brady Martz Wealth Solutions sold 194 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $17.7K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.17% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #96 holding.
Brady Martz Wealth Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.81M in Q4 2024.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.