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

CoreCap 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	$62.8K	Buy	663 +52	+9%	+$4.73K	﹤0.01%	1305
2026 Q1	$52.1K	Sell	611 -241	-28%	-$21.2K	﹤0.01%	1296
2025 Q4	$72.1K	Buy	852 +241	+39%	+$20.2K	﹤0.01%	1162
2025 Q3	$51K	Sell	611 -79	-11%	-$6.51K	﹤0.01%	1321
2025 Q2	$54.8K	Buy	690 +46	+7%	+$3.48K	﹤0.01%	1206
2025 Q1	$49.6K	Hold	644	–	–	﹤0.01%	1170
2024 Q4	$51.6K	Hold	644	–	–	﹤0.01%	1171
2024 Q3	$51.2K	Hold	644	–	–	﹤0.01%	1170
2024 Q2	$47K	Hold	644	–	–	﹤0.01%	677
2024 Q1	$48.9K	Buy	+644	New	+$46.6K	﹤0.01%	1121
2022 Q4	$52.7K	Buy	+814	New	+$52.2K	﹤0.01%	970
2022 Q3	–	Sell	-814	Closed	-$49K	–	1449
2022 Q2	$49K	Buy	+814	New	+$53.3K	﹤0.01%	948
2022 Q1	–	Sell	-487	Closed	-$35K	–	1444
2021 Q4	$35K	Buy	+487	New	+$34.1K	﹤0.01%	1125

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

CoreCap Advisors's MDYV Position: Q2 2026 in Review

CoreCap Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 8.5% in Q2 2026, buying an estimated $4.73K and bringing the position to 663 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

CoreCap Advisors first reported a position in MDYV in Q4 2021 and has held it in 13 quarters since. The position peaked at $72.1K in Q4 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

CoreCap Advisors held 663 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $62.8K as of Q2 2026.
CoreCap Advisors bought 52 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $4.73K.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1305 holding.
CoreCap Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $72.1K in Q4 2025.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.