CWA Asset Management Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

CWA Asset Management 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	$1.95M	Sell	20,545 -870	-4%	-$79.2K	0.06%	293
2026 Q1	$1.82M	Buy	21,415 +4,065	+23%	+$358K	0.06%	273
2025 Q4	$1.47M	Buy	17,350 +449	+3%	+$37.6K	0.05%	294
2025 Q3	$1.41M	Buy	16,901 +313	+2%	+$25.8K	0.05%	295
2025 Q2	$1.32M	Sell	16,588 -1,518	-8%	-$115K	0.06%	282
2025 Q1	$1.4M	Buy	+18,106	New	+$1.46M	0.07%	238

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

CWA Asset Management Group's MDYV Position: Q2 2026 in Review

CWA Asset Management Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.1% in Q2 2026, selling an estimated $79.2K and leaving 20,545 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #293.

CWA Asset Management Group first reported a position in MDYV in Q1 2025 and has held it in 6 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

CWA Asset Management Group held 20,545 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.95M as of Q2 2026.
CWA Asset Management Group sold 870 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $79.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.06% of CWA Asset Management Group's portfolio in Q2 2026, its #293 holding.
CWA Asset Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2025 and has held it in 6 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 CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.