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

Burney Company’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 		$585K Sell
6,164
-29
-0.5% -$2.64K 0.02% 439
2026
Q1 		$527K Sell
6,193
-3,029
-33% -$267K 0.02% 430
2025
Q4 		$781K Sell
9,222
-783
-8% -$65.6K 0.02% 367
2025
Q3 		$835K Buy
10,005
+7,419
+287% +$611K 0.03% 339
2025
Q2 		$205K Sell
2,586
-824
-24% -$62.4K 0.01% 556
2025
Q1 		$263K Buy
+3,410
New +$275K 0.01% 524

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

Burney Company's MDYV Position: Q2 2026 in Review

Burney Company reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.47% in Q2 2026, selling an estimated $2.64K and leaving 6,164 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #439.

Burney Company first reported a position in MDYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $835K in Q3 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Burney Company held 6,164 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $585K as of Q2 2026.
  • Burney Company sold 29 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $2.64K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Burney Company's portfolio in Q2 2026, its #439 holding.
  • Burney Company first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Burney Company's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $835K in Q3 2025.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.