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

Centennial Wealth Advisory’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 Q3	$423K	Buy	4,763 +74	+2%	+$6.97K	0.09%	138
2026 Q2	$445K	Sell	4,689 -81	-2%	-$7.37K	0.1%	133
2026 Q1	$406K	Sell	4,770 -63	-1%	-$5.55K	0.1%	118
2025 Q4	$409K	Buy	4,833 +337	+7%	+$28.2K	0.11%	126
2025 Q3	$375K	Buy	4,496 +265	+6%	+$21.8K	0.1%	125
2025 Q2	$337K	Sell	4,231 -156	-4%	-$11.8K	0.11%	120
2025 Q1	$338K	Sell	4,387 -13,400	-75%	-$1.08M	0.12%	115
2024 Q4	$1.43M	Buy	17,787 +13,873	+354%	+$1.14M	0.56%	24
2024 Q3	$311K	Buy	3,914 +428	+12%	+$32.7K	0.12%	112
2024 Q2	$254K	Buy	3,486 +561	+19%	+$41.2K	0.11%	121
2024 Q1	$222K	Sell	2,925 -25,835	-90%	-$1.87M	0.1%	126
2023 Q4	$2.11M	Buy	+28,760	New	+$1.9M	1.08%	16
2023 Q1	–	Sell	-50,164	Closed	-$3.25M	–	133
2022 Q4	$3.25M	Buy	50,164 +46,584	+1,301%	+$2.99M	1.81%	13
2022 Q3	$207K	Buy	+3,580	New	+$228K	0.12%	106
2022 Q2	–	Sell	-52,823	Closed	-$3.72M	–	129
2022 Q1	$3.72M	Buy	+52,823	New	+$3.66M	2.03%	22
2021 Q1	–	Sell	-8,798	Closed	-$488K	–	81
2020 Q4	$488K	Buy	+8,798	New	+$444K	0.35%	59

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Centennial Wealth Advisory's MDYV Position: Q3 2026 in Review

Centennial Wealth Advisory increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.6% in Q3 2026, buying an estimated $6.97K and bringing the position to 4,763 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #138.

Centennial Wealth Advisory first reported a position in MDYV in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.72M in Q1 2022. 115 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Centennial Wealth Advisory held 4,763 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $423K as of Q3 2026.
Centennial Wealth Advisory bought 74 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $6.97K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.09% of Centennial Wealth Advisory's portfolio in Q3 2026, its #138 holding.
Centennial Wealth Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 16 quarters since.
Centennial Wealth Advisory's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.72M in Q1 2022.
115 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.