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

Capital Squared Financial’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	$2.04M	Sell	21,496 -620	-3%	-$56.4K	1.33%	26
2026 Q1	$1.88M	Buy	22,116 +1,880	+9%	+$166K	1.44%	23
2025 Q4	$1.71M	Buy	20,236 +1,023	+5%	+$85.6K	1.34%	25
2025 Q3	$1.6M	Buy	19,213 +2,110	+12%	+$174K	1.39%	22
2025 Q2	$1.36M	Buy	+17,103	New	+$1.3M	1.58%	20

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Capital Squared Financial's MDYV Position: Q2 2026 in Review

Capital Squared Financial reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.8% in Q2 2026, selling an estimated $56.4K and leaving 21,496 shares worth $2.04M. The position accounts for 1.33% of the portfolio, ranked #26.

Capital Squared Financial first reported a position in MDYV in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Capital Squared Financial held 21,496 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.04M as of Q2 2026.
Capital Squared Financial sold 620 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $56.4K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 1.33% of Capital Squared Financial's portfolio in Q2 2026, its #26 holding.
Capital Squared Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.