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

Destiny 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	$289K	Sell	3,046 -18	-0.6%	-$1.64K	0.13%	48
2026 Q1	$261K	Sell	3,064 -33	-1%	-$2.91K	0.14%	49
2025 Q4	$262K	Sell	3,097 -5	-0.2%	-$419	0.13%	48
2025 Q3	$259K	Hold	3,102	–	–	0.14%	45
2025 Q2	$246K	Buy	3,102 +37	+1%	+$2.8K	0.15%	43
2025 Q1	$236K	Sell	3,065 -43	-1%	-$3.46K	0.16%	43
2024 Q4	$249K	Sell	3,108 -18	-0.6%	-$1.48K	0.15%	44
2024 Q3	$249K	Sell	3,126 -72	-2%	-$5.5K	0.15%	45
2024 Q2	$233K	Sell	3,198 -210	-6%	-$15.4K	0.16%	45
2024 Q1	$259K	Sell	3,408 -97	-3%	-$7.03K	0.18%	43
2023 Q4	$257K	Buy	+3,505	New	+$232K	0.18%	44
2023 Q2	$260K	Sell	3,785 -214	-5%	-$14K	0.2%	45
2023 Q1	$264K	Hold	3,999	–	–	0.22%	40
2022 Q4	$285K	Buy	+3,999	New	+$257K	0.23%	37

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

Destiny Capital's MDYV Position: Q2 2026 in Review

Destiny Capital reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.59% in Q2 2026, selling an estimated $1.64K and leaving 3,046 shares worth $289K. The position accounts for 0.13% of the portfolio, ranked #48.

Destiny Capital first reported a position in MDYV in Q4 2022 and has held it in 14 quarters since. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Destiny Capital held 3,046 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $289K as of Q2 2026.
Destiny Capital sold 18 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $1.64K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.13% of Destiny Capital's portfolio in Q2 2026, its #48 holding.
Destiny Capital first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.