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

Cooke 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 		$1.88M Sell
19,785
-2
-0% -$182 1.54% 16
2026
Q1 		$1.68M Buy
19,787
+1,212
+7% +$107K 1.49% 16
2025
Q4 		$1.65M Buy
+18,575
New +$1.56M 1.44% 17

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

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

Cooke Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.01% in Q2 2026, selling an estimated $182 and leaving 19,785 shares worth $1.88M. The position accounts for 1.54% of the portfolio, ranked #16.

Cooke Wealth Management first reported a position in MDYV in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Cooke Wealth Management held 19,785 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.88M as of Q2 2026.
  • Cooke Wealth Management sold 2 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $182.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 1.54% of Cooke Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Cooke Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.