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

Bullock Wealth 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	$1.56K	Hold	17	–	–	﹤0.01%	560
2026 Q1	$1.41K	Hold	17	–	–	﹤0.01%	572
2025 Q4	$1.4K	Hold	17	–	–	﹤0.01%	538
2025 Q3	$1.39K	Hold	17	–	–	﹤0.01%	559
2025 Q2	$1.34K	Hold	17	–	–	﹤0.01%	529
2025 Q1	$1.28K	Hold	17	–	–	﹤0.01%	521
2024 Q4	$1.33K	Hold	17	–	–	﹤0.01%	533
2024 Q3	$1.3K	Hold	17	–	–	﹤0.01%	519
2024 Q2	$1.2K	Hold	17	–	–	﹤0.01%	505
2024 Q1	$1.25K	Buy	+17	New	+$1.23K	﹤0.01%	510

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

Bullock Wealth Management's MDYV Position: Q2 2026 in Review

Bullock Wealth Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 17 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Bullock Wealth Management first reported a position in MDYV in Q1 2024 and has held it in 10 quarters since. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Bullock Wealth Management held 17 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.56K as of Q2 2026.
Bullock Wealth Management 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 Bullock Wealth Management's portfolio in Q2 2026, its #560 holding.
Bullock Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.