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

DHJJ Financial Advisors’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	$217K	Hold	2,285	–	–	0.06%	198
2026 Q1	$195K	Hold	2,285	–	–	0.06%	196
2025 Q4	$193K	Hold	2,285	–	–	0.06%	193
2025 Q3	$191K	Hold	2,285	–	–	0.06%	181
2025 Q2	$181K	Hold	2,285	–	–	0.07%	180
2025 Q1	$176K	Hold	2,285	–	–	0.07%	166
2024 Q4	$183K	Hold	2,285	–	–	0.07%	164
2024 Q3	$182K	Hold	2,285	–	–	0.07%	159
2024 Q2	$167K	Hold	2,285	–	–	0.07%	157
2024 Q1	$174K	Hold	2,285	–	–	0.08%	150
2023 Q4	$168K	Hold	2,285	–	–	0.08%	150
2023 Q3	$148K	Buy	+2,285	New	+$157K	0.08%	153

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

DHJJ Financial Advisors's MDYV Position: Q2 2026 in Review

DHJJ Financial Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 2,285 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #198.

DHJJ Financial Advisors first reported a position in MDYV in Q3 2023 and has held it in 12 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

DHJJ Financial Advisors held 2,285 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $217K as of Q2 2026.
DHJJ Financial Advisors 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 0.06% of DHJJ Financial Advisors's portfolio in Q2 2026, its #198 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2023 and has held it in 12 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 DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.