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

EverSource Wealth 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	$22.8K	Buy	241 +75	+45%	+$6.82K	﹤0.01%	2336
2026 Q1	$14.2K	Buy	166 +83	+100%	+$7.32K	﹤0.01%	2726
2025 Q4	$7.03K	Hold	83	–	–	﹤0.01%	2969
2025 Q3	$6.92K	Hold	83	–	–	﹤0.01%	2999
2025 Q2	$6.59K	Hold	83	–	–	﹤0.01%	3039
2025 Q1	$6.39K	Hold	83	–	–	﹤0.01%	2372
2024 Q4	$6.66K	Hold	83	–	–	﹤0.01%	2210
2024 Q3	$6.59K	Hold	83	–	–	﹤0.01%	2100
2024 Q2	$6.51K	Hold	83	–	–	﹤0.01%	2104
2024 Q1	$5.93K	Hold	83	–	–	﹤0.01%	1965
2023 Q4	$6.09K	Buy	+83	New	+$5.49K	﹤0.01%	1777

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

EverSource Wealth Advisors's MDYV Position: Q2 2026 in Review

EverSource Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 45% in Q2 2026, buying an estimated $6.82K and bringing the position to 241 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

EverSource Wealth Advisors first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

EverSource Wealth Advisors held 241 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $22.8K as of Q2 2026.
EverSource Wealth Advisors bought 75 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $6.82K.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2336 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 11 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.