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

Brookstone Capital 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	$2.61M	Sell	27,491 -44	-0.2%	-$4K	0.03%	450
2026 Q1	$2.34M	Sell	27,535 -1,475	-5%	-$130K	0.03%	432
2025 Q4	$2.46M	Sell	29,010 -134	-0.5%	-$11.2K	0.03%	406
2025 Q3	$2.43M	Sell	29,144 -447	-2%	-$36.8K	0.03%	408
2025 Q2	$2.35M	Sell	29,591 -519	-2%	-$39.3K	0.03%	396
2025 Q1	$2.32M	Buy	30,110 +10,509	+54%	+$846K	0.03%	381
2024 Q4	$1.57M	Buy	19,601 +4,639	+31%	+$381K	0.02%	423
2024 Q3	$1.19M	Buy	14,962 +6,826	+84%	+$521K	0.02%	479
2024 Q2	$630K	Sell	8,136 -875	-10%	-$64.2K	0.01%	595
2024 Q1	$685K	Sell	9,011 -316	-3%	-$22.9K	0.01%	559
2023 Q4	$684K	Buy	9,327 +333	+4%	+$22K	0.01%	534
2023 Q3	$559K	Sell	8,994 -767	-8%	-$52.6K	0.01%	544
2023 Q2	$668K	Sell	9,761 -1,397	-13%	-$91.3K	0.01%	508
2023 Q1	$734K	Buy	11,158 +2,194	+24%	+$151K	0.01%	513
2022 Q4	$601K	Buy	8,964 +385	+4%	+$24.7K	0.01%	540
2022 Q3	$506K	Buy	8,579 +1,134	+15%	+$72.4K	0.01%	562
2022 Q2	$457K	Buy	7,445 +3,412	+85%	+$224K	0.01%	574
2022 Q1	$275K	Sell	4,033 -4,164	-51%	-$289K	0.01%	672
2021 Q4	$588K	Buy	8,197 +392	+5%	+$27.4K	0.01%	479
2021 Q3	$531K	Buy	7,805 +667	+9%	+$44.9K	0.01%	487
2021 Q2	$477K	Buy	+7,138	New	+$490K	0.01%	490

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

Brookstone Capital Management's MDYV Position: Q2 2026 in Review

Brookstone Capital Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.16% in Q2 2026, selling an estimated $4K and leaving 27,491 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #450.

Brookstone Capital Management first reported a position in MDYV in Q2 2021 and has held it in 21 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Brookstone Capital Management held 27,491 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.61M as of Q2 2026.
Brookstone Capital Management sold 44 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $4K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #450 holding.
Brookstone Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.