EFG
MDYV icon

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

Everhart Financial 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 		$592K Sell
6,246
-1,376
-18% -$125K 0.04% 248
2026
Q1 		$649K Sell
7,622
-235
-3% -$20.7K 0.06% 230
2025
Q4 		$665K Buy
7,857
+1
+0% +$84 0.06% 220
2025
Q3 		$655K Sell
7,856
-27
-0.3% -$2.22K 0.07% 212
2025
Q2 		$626K Buy
7,883
+442
+6% +$33.5K 0.07% 197
2025
Q1 		$573K Buy
7,441
+175
+2% +$14.1K 0.08% 179
2024
Q4 		$583K Buy
7,266
+4
+0.1% +$329 0.12% 167
2024
Q3 		$577K Sell
7,262
-22
-0.3% -$1.68K 0.13% 175
2024
Q2 		$531K Sell
7,284
-85
-1% -$6.24K 0.14% 155
2024
Q1 		$560K Sell
7,369
-187
-2% -$13.5K 0.16% 134
2023
Q4 		$554K Sell
7,556
-14
-0.2% -$926 0.2% 103
2023
Q3 		$491K Sell
7,570
-209
-3% -$14.3K 0.21% 96
2023
Q2 		$535K Buy
7,779
+5
+0.1% +$327 0.22% 89
2023
Q1 		$514K Sell
7,774
-21
-0.3% -$1.44K 0.23% 86
2022
Q4 		$505K Buy
7,795
+1,162
+18% +$74.6K 0.25% 84
2022
Q3 		$384K Buy
6,633
+310
+5% +$19.8K 0.21% 93
2022
Q2 		$382K Sell
6,323
-18
-0.3% -$1.18K 0.23% 102
2022
Q1 		$446K Buy
6,341
+10
+0.2% +$693 0.26% 83
2021
Q4 		$450K Buy
6,331
+39
+0.6% +$2.73K 0.27% 68
2021
Q3 		$417K Buy
6,292
+3
+0% +$202 0.29% 65
2021
Q2 		$424K Buy
6,289
+4
+0.1% +$274 0.29% 59
2021
Q1 		$412K Buy
6,285
+4
+0.1% +$245 0.36% 53
2020
Q4 		$348K Buy
+6,281
New +$317K 0.32% 54

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Everhart Financial Group's MDYV Position: Q2 2026 in Review

Everhart Financial Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 18% in Q2 2026, selling an estimated $125K and leaving 6,246 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #248.

Everhart Financial Group first reported a position in MDYV in Q4 2020 and has held it in 23 quarters since. The position peaked at $665K in Q4 2025. 101 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Everhart Financial Group held 6,246 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $592K as of Q2 2026.
  • Everhart Financial Group sold 1,376 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $125K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #248 holding.
  • Everhart Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $665K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.