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

Commonwealth Financial Services’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	$735K	Sell	7,749 -2,918	-27%	-$266K	0.1%	120
2026 Q1	$908K	Hold	10,667	–	–	0.14%	87
2025 Q4	$903K	Hold	10,667	–	–	0.15%	85
2025 Q3	$890K	Sell	10,667 -1,010	-9%	-$83.2K	0.15%	80
2025 Q2	$928K	Hold	11,677	–	–	0.18%	74
2025 Q1	$900K	Sell	11,677 -26	-0.2%	-$2.09K	0.18%	78
2024 Q4	$939K	Sell	11,703 -146	-1%	-$12K	0.18%	69
2024 Q3	$933K	Sell	11,849 -552	-4%	-$42.2K	0.18%	70
2024 Q2	$897K	Sell	12,401 -234	-2%	-$17.2K	0.18%	69
2024 Q1	$927K	Hold	12,635	–	–	0.22%	63
2023 Q4	$927K	Sell	12,635 -1,384	-10%	-$91.5K	0.22%	62
2023 Q3	$909K	Buy	+14,019	New	+$962K	0.27%	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

Commonwealth Financial Services's MDYV Position: Q2 2026 in Review

Commonwealth Financial Services reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 27% in Q2 2026, selling an estimated $266K and leaving 7,749 shares worth $735K. The position accounts for 0.1% of the portfolio, ranked #120.

Commonwealth Financial Services first reported a position in MDYV in Q3 2023 and has held it in 12 quarters since. The position peaked at $939K in Q4 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Commonwealth Financial Services held 7,749 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $735K as of Q2 2026.
Commonwealth Financial Services sold 2,918 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $266K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.1% of Commonwealth Financial Services's portfolio in Q2 2026, its #120 holding.
Commonwealth Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $939K in Q4 2024.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.