CWM
MDYV icon

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

CCG 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 		$575K Sell
6,067
-385
-6% -$35K 0.13% 83
2026
Q1 		$549K Sell
6,452
-33
-0.5% -$2.91K 0.15% 80
2025
Q4 		$549K Sell
6,485
-43
-0.7% -$3.6K 0.24% 55
2025
Q3 		$545K Buy
6,528
+83
+1% +$6.83K 0.26% 47
2025
Q2 		$512K Hold
6,445
– – 0.27% 47
2025
Q1 		$497K Buy
6,445
+1,391
+28% +$112K 0.3% 43
2024
Q4 		$405K Sell
5,054
-265
-5% -$21.8K 0.23% 50
2024
Q3 		$423K Sell
5,319
-440
-8% -$33.6K 0.24% 47
2024
Q2 		$420K Hold
5,759
– – 0.24% 46
2024
Q1 		$438K Buy
5,759
+429
+8% +$31.1K 0.26% 43
2023
Q4 		$391K Buy
+5,330
New +$352K 0.26% 36

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

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

CCG Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 6% in Q2 2026, selling an estimated $35K and leaving 6,067 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #83.

CCG Wealth Management first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • CCG Wealth Management held 6,067 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $575K as of Q2 2026.
  • CCG Wealth Management sold 385 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $35K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.13% of CCG Wealth Management's portfolio in Q2 2026, its #83 holding.
  • CCG Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 11 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 CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.