Cedar Mountain Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Cedar Mountain Advisors’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	$2.47K	Hold	26	–	–	﹤0.01%	828
2026 Q1	$2.21K	Hold	26	–	–	﹤0.01%	810
2025 Q4	$2.2K	Hold	26	–	–	﹤0.01%	388
2025 Q3	$2.17K	Hold	26	–	–	﹤0.01%	410
2025 Q2	$2.06K	Hold	26	–	–	﹤0.01%	302
2025 Q1	$2K	Hold	26	–	–	﹤0.01%	286
2024 Q4	$2.08K	Hold	26	–	–	﹤0.01%	308
2024 Q3	$2.07K	Hold	26	–	–	﹤0.01%	282
2024 Q2	$1.9K	Hold	26	–	–	﹤0.01%	277
2024 Q1	$1.98K	Hold	26	–	–	﹤0.01%	279
2023 Q4	$1.91K	Hold	26	–	–	﹤0.01%	264
2023 Q3	$1.69K	Sell	26 -2	-7%	-$137	﹤0.01%	265
2023 Q2	$1.93K	Hold	28	–	–	﹤0.01%	252
2023 Q1	$1.85K	Hold	28	–	–	﹤0.01%	254
2022 Q4	$1.81K	Hold	28	–	–	﹤0.01%	251
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	255
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	258
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	272
2021 Q4	$2K	Hold	28	–	–	﹤0.01%	276
2021 Q3	$2K	Sell	28 -42	-60%	-$2.83K	﹤0.01%	265
2021 Q2	$5K	Hold	70	–	–	﹤0.01%	215
2021 Q1	$5K	Sell	70 -12	-15%	-$736	﹤0.01%	223
2020 Q4	$5K	Hold	82	–	–	﹤0.01%	212
2020 Q3	$4K	Hold	82	–	–	﹤0.01%	202
2020 Q2	$3K	Sell	82 -22	-21%	-$886	﹤0.01%	204
2020 Q1	$4K	Hold	104	–	–	﹤0.01%	171
2019 Q4	$6K	Buy	+104	New	+$5.49K	﹤0.01%	168

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

Cedar Mountain Advisors's MDYV Position: Q2 2026 in Review

Cedar Mountain Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 26 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Cedar Mountain Advisors first reported a position in MDYV in Q4 2019 and has held it in 27 quarters since. The position peaked at $6K in Q4 2019. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Cedar Mountain Advisors held 26 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.47K as of Q2 2026.
Cedar Mountain Advisors 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 Cedar Mountain Advisors's portfolio in Q2 2026, its #828 holding.
Cedar Mountain Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6K in Q4 2019.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.