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 Q3	$1.81M	Buy	20,453 +668	+3%	+$62.9K	1.51%	16
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 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

Cooke Wealth Management's MDYV Position: Q3 2026 in Review

Cooke Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.4% in Q3 2026, buying an estimated $62.9K and bringing the position to 20,453 shares worth $1.81M. The position accounts for 1.51% of the portfolio, ranked #16.

Cooke Wealth Management first reported a position in MDYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.88M in Q2 2026. 237 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Cooke Wealth Management held 20,453 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.81M as of Q3 2026.
Cooke Wealth Management bought 668 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $62.9K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 1.51% of Cooke Wealth Management's portfolio in Q3 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 4 quarters since.
Cooke Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.88M in Q2 2026.
237 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Cooke Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.