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Diversify Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Diversify Wealth Management’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 		$221K Sell
2,315
-226
-9% -$20.6K ﹤0.01% 1166
2026
Q1 		$229K Buy
+2,541
New +$224K ﹤0.01% 1051
2024
Q3 		– Sell
-2,840
Closed -$206K – 487
2024
Q2 		$206K Buy
+2,840
New +$208K 0.03% 410

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

Diversify Wealth Management's MDYV Position: Q2 2026 in Review

Diversify Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 8.9% in Q2 2026, selling an estimated $20.6K and leaving 2,315 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Diversify Wealth Management first reported a position in MDYV in Q2 2024 and has held it in 3 quarters since. The position peaked at $229K in Q1 2026. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Diversify Wealth Management held 2,315 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $221K as of Q2 2026.
  • Diversify Wealth Management sold 226 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $20.6K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1166 holding.
  • Diversify Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • Diversify Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $229K in Q1 2026.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.