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

Elevated Capital 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	$952K	Sell	10,042 -6,329	-39%	-$576K	0.26%	84
2026 Q1	$1.39M	Sell	16,371 -2,674	-14%	-$236K	0.35%	68
2025 Q4	$1.61M	Buy	19,045 +5,558	+41%	+$465K	0.38%	70
2025 Q3	$1.12M	Buy	13,487 +4,495	+50%	+$370K	0.28%	94
2025 Q2	$693K	Hold	8,992	–	–	0.19%	155
2025 Q1	$693K	Sell	8,992 -149	-2%	-$12K	0.19%	155
2024 Q4	$733K	Buy	9,141 +2,972	+48%	+$244K	0.2%	147
2024 Q3	$490K	Buy	+6,169	New	+$471K	0.13%	203

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

Elevated Capital Advisors's MDYV Position: Q2 2026 in Review

Elevated Capital Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 39% in Q2 2026, selling an estimated $576K and leaving 10,042 shares worth $952K. The position accounts for 0.26% of the portfolio, ranked #84.

Elevated Capital Advisors first reported a position in MDYV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q4 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Elevated Capital Advisors held 10,042 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $952K as of Q2 2026.
Elevated Capital Advisors sold 6,329 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $576K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.26% of Elevated Capital Advisors's portfolio in Q2 2026, its #84 holding.
Elevated Capital Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.61M in Q4 2025.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.