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

Cultivar Capital’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	$912K	Buy	9,610 +3,720	+63%	+$338K	0.59%	13
2026 Q1	$502K	Buy	5,890 +1,535	+35%	+$135K	0.32%	21
2025 Q4	$369K	Buy	4,355 +875	+25%	+$73.3K	0.24%	27
2025 Q3	$290K	Buy	+3,480	New	+$287K	0.19%	29

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Cultivar Capital's MDYV Position: Q2 2026 in Review

Cultivar Capital increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 63% in Q2 2026, buying an estimated $338K and bringing the position to 9,610 shares worth $912K. The position accounts for 0.59% of the portfolio, ranked #13.

Cultivar Capital first reported a position in MDYV in Q3 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Cultivar Capital held 9,610 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $912K as of Q2 2026.
Cultivar Capital bought 3,720 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $338K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.59% of Cultivar Capital's portfolio in Q2 2026, its #13 holding.
Cultivar Capital first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
182 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Cultivar Capital's 13F filing for Q2 2026, filed 8 Jul 2026.