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

Cornerstone 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	$245K	Sell	2,767 -49	-2%	-$4.62K	0.01%	663
2026 Q2	$267K	Sell	2,816 -8	-0.3%	-$728	0.01%	640
2026 Q1	$240K	Sell	2,824 -15	-0.5%	-$1.32K	0.01%	627
2025 Q4	$240K	Sell	2,839 -148	-5%	-$12.4K	0.01%	609
2025 Q3	$249K	Sell	2,987 -187	-6%	-$15.4K	0.01%	584
2025 Q2	$252K	Buy	3,174 +179	+6%	+$13.6K	0.02%	557
2025 Q1	$231K	Sell	2,995 -127	-4%	-$10.2K	0.02%	542
2024 Q4	$250K	Sell	3,122 -446	-13%	-$36.6K	0.02%	506
2024 Q3	$284K	Buy	3,568 +14	+0.4%	+$1.07K	0.02%	469
2024 Q2	$259K	Sell	3,554 -412	-10%	-$30.2K	0.02%	463
2024 Q1	$301K	Sell	3,966 -349	-8%	-$25.3K	0.02%	428
2023 Q4	$317K	Sell	4,315 -5,335	-55%	-$353K	0.03%	403
2023 Q3	$626K	Sell	9,650 -101	-1%	-$6.93K	0.06%	256
2023 Q2	$671K	Sell	9,751 -715	-7%	-$46.7K	0.06%	251
2023 Q1	$692K	Buy	+10,466	New	+$718K	0.07%	232
2022 Q3	$631K	Buy	10,908 +24	+0.2%	+$1.53K	0.07%	217
2022 Q2	$658K	Sell	10,884 -8	-0.1%	-$524	0.07%	215
2022 Q1	$767K	Sell	10,892 -537	-5%	-$37.2K	0.07%	210
2021 Q4	$813K	Sell	11,429 -409	-3%	-$28.6K	0.08%	209
2021 Q3	$784K	Buy	11,838 +2,086	+21%	+$141K	0.08%	213
2021 Q2	$658K	Buy	9,752 +530	+6%	+$36.4K	0.07%	246
2021 Q1	$603K	Sell	9,222 -88	-0.9%	-$5.4K	0.07%	242
2020 Q4	$517K	Buy	+9,310	New	+$470K	0.06%	244

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.7% in Q3 2026, selling an estimated $4.62K and leaving 2,767 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #663.

Cornerstone Wealth Management first reported a position in MDYV in Q4 2020 and has held it in 23 quarters since. The position peaked at $813K in Q4 2021. 276 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Cornerstone Wealth Management held 2,767 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $245K as of Q3 2026.
Cornerstone Wealth Management sold 49 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $4.62K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #663 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
Cornerstone Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $813K in Q4 2021.
276 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.