Csenge Advisory Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Csenge Advisory Group’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	$458K	Sell	4,827 -38	-0.8%	-$3.46K	0.02%	488
2026 Q1	$414K	Sell	4,865 -53	-1%	-$4.67K	0.02%	476
2025 Q4	$416K	Buy	4,918 +45	+0.9%	+$3.77K	0.02%	479
2025 Q3	$406K	Sell	4,873 -152	-3%	-$12.5K	0.02%	473
2025 Q2	$387K	Sell	5,025 -121	-2%	-$9.16K	0.02%	487
2025 Q1	$368K	Sell	5,146 -1,969	-28%	-$159K	0.02%	478
2024 Q4	$571K	Buy	7,115 +55	+0.8%	+$4.52K	0.03%	392
2024 Q3	$566K	Buy	7,060 +120	+2%	+$9.17K	0.03%	392
2024 Q2	$506K	Buy	6,940 +49	+0.7%	+$3.6K	0.03%	396
2024 Q1	$524K	Sell	6,891 -5,029	-42%	-$364K	0.03%	419
2023 Q4	$875K	Buy	11,920 +4,778	+67%	+$316K	0.05%	262
2023 Q3	$463K	Sell	7,142 -146	-2%	-$10K	0.03%	386
2023 Q2	$501K	Sell	7,288 -8,893	-55%	-$581K	0.03%	376
2023 Q1	$1.07M	Sell	16,181 -25,021	-61%	-$1.72M	0.08%	194
2022 Q4	$2.67M	Buy	41,202 +3,098	+8%	+$199K	0.21%	91
2022 Q3	$2.2M	Buy	38,104 +1,124	+3%	+$71.7K	0.18%	101
2022 Q2	$2.24M	Buy	36,980 +24,717	+202%	+$1.62M	0.19%	105
2022 Q1	$863K	Buy	+12,263	New	+$850K	0.07%	250
2021 Q2	–	Sell	-3,634	Closed	-$243K	–	574
2021 Q1	$243K	Sell	3,634 -11,929	-77%	-$732K	0.02%	433
2020 Q4	$864K	Buy	+15,563	New	+$785K	0.1%	150

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

Csenge Advisory Group's MDYV Position: Q2 2026 in Review

Csenge Advisory Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.78% in Q2 2026, selling an estimated $3.46K and leaving 4,827 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #488.

Csenge Advisory Group first reported a position in MDYV in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.67M in Q4 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Csenge Advisory Group held 4,827 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $458K as of Q2 2026.
Csenge Advisory Group sold 38 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $3.46K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #488 holding.
Csenge Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 20 quarters since.
Csenge Advisory Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.67M in Q4 2022.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.