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

COFG 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	$1.61M	Buy	+17,013	New	+$1.55M	0.28%	66

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

COFG Advisors's MDYV Position: Q2 2026 in Review

COFG Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 17,013 shares worth $1.61M. The stake represents 0.28% of the portfolio and ranks #66 among its holdings.

383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

COFG Advisors held 17,013 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.61M as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new COFG Advisors position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.28% of COFG Advisors's portfolio in Q2 2026, its #66 holding.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.