Creative Financial Designs’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Creative Financial Designs’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	$103K	Hold	1,090	–	–	﹤0.01%	792
2026 Q1	$92.8K	Sell	1,090 -30	-3%	-$2.65K	0.01%	706
2025 Q4	$94.8K	Buy	1,120 +359	+47%	+$30.1K	0.01%	671
2025 Q3	$63.4K	Buy	761 +38	+5%	+$3.13K	﹤0.01%	772
2025 Q2	$57.4K	Buy	723 +88	+14%	+$6.66K	﹤0.01%	821
2025 Q1	$48.9K	Hold	635	–	–	﹤0.01%	830
2024 Q4	$50.9K	Hold	635	–	–	﹤0.01%	783
2024 Q3	$50.5K	Hold	635	–	–	﹤0.01%	776
2024 Q2	$46.3K	Hold	635	–	–	﹤0.01%	766
2024 Q1	$48.3K	Hold	635	–	–	﹤0.01%	735
2023 Q4	$46.6K	Hold	635	–	–	﹤0.01%	699
2023 Q3	$41.2K	Hold	635	–	–	﹤0.01%	677
2023 Q2	$43.7K	Hold	635	–	–	0.01%	664
2023 Q1	$42K	Sell	635 -225	-26%	-$15.4K	0.01%	634
2022 Q4	$55.7K	Hold	860	–	–	0.01%	552
2022 Q3	$50K	Hold	860	–	–	0.01%	554
2022 Q2	$52K	Hold	860	–	–	0.01%	537
2022 Q1	$61K	Hold	860	–	–	0.01%	524
2021 Q4	$61K	Hold	860	–	–	0.01%	533
2021 Q3	$57K	Hold	860	–	–	0.01%	581
2021 Q2	$58K	Sell	860 -74	-8%	-$5.08K	0.01%	562
2021 Q1	$61K	Sell	934 -412	-31%	-$25.3K	0.01%	519
2020 Q4	$75K	Hold	1,346	–	–	0.02%	431
2020 Q3	$58K	Hold	1,346	–	–	0.01%	435
2020 Q2	$57K	Buy	1,346 +56	+4%	+$2.26K	0.02%	401
2020 Q1	$45K	Buy	1,290 +665	+106%	+$32.1K	0.02%	234
2019 Q4	$34K	Buy	625 +68	+12%	+$3.59K	0.02%	281
2019 Q3	$28K	Buy	557 +262	+89%	+$13.2K	0.02%	295
2019 Q2	$15K	Hold	295	–	–	0.01%	360
2019 Q1	$15K	Buy	+295	New	+$14.7K	0.01%	340

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

Creative Financial Designs's MDYV Position: Q2 2026 in Review

Creative Financial Designs held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 1,090 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Creative Financial Designs first reported a position in MDYV in Q1 2019 and has held it in 30 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Creative Financial Designs held 1,090 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $103K as of Q2 2026.
Creative Financial Designs left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #792 holding.
Creative Financial Designs first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.