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

Cornerstone Planning’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 		$247K Sell
2,604
-57
-2% -$5.19K 0.06% 130
2026
Q1 		$227K Hold
2,661
– – 0.05% 139
2025
Q4 		$225K Buy
+2,661
New +$223K 0.05% 128

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

Cornerstone Planning's MDYV Position: Q2 2026 in Review

Cornerstone Planning reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.1% in Q2 2026, selling an estimated $5.19K and leaving 2,604 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #130.

Cornerstone Planning first reported a position in MDYV in Q4 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Cornerstone Planning held 2,604 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $247K as of Q2 2026.
  • Cornerstone Planning sold 57 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $5.19K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.06% of Cornerstone Planning's portfolio in Q2 2026, its #130 holding.
  • Cornerstone Planning 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.
  • 382 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.