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Fiduciary Alliance’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Fiduciary Alliance’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 		$1.23M Buy
12,918
+177
+1% +$16.1K 0.08% 240
2026
Q1 		$1.13M Buy
12,741
+1,866
+17% +$165K 0.07% 248
2025
Q4 		$921K Buy
10,875
+5
+0% +$419 0.06% 250
2025
Q3 		$907K Buy
10,870
+73
+0.7% +$6.01K 0.06% 251
2025
Q2 		$858K Buy
10,797
+4
+0% +$303 0.06% 241
2025
Q1 		$832K Buy
10,793
+1,615
+18% +$130K 0.08% 188
2024
Q4 		$736K Buy
+9,178
New +$754K 0.07% 190

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

Fiduciary Alliance's MDYV Position: Q2 2026 in Review

Fiduciary Alliance increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.4% in Q2 2026, buying an estimated $16.1K and bringing the position to 12,918 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #240.

Fiduciary Alliance first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Fiduciary Alliance held 12,918 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.23M as of Q2 2026.
  • Fiduciary Alliance bought 177 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $16.1K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.08% of Fiduciary Alliance's portfolio in Q2 2026, its #240 holding.
  • Fiduciary Alliance first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 7 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 Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.