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

Financial Guidance 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	$1.92M	Buy	20,265 +3	+0%	+$273	0.72%	38
2026 Q1	$1.73M	Sell	20,262 -1,572	-7%	-$139K	0.69%	38
2025 Q4	$1.85M	Sell	21,834 -747	-3%	-$62.5K	0.76%	37
2025 Q3	$1.88M	Sell	22,581 -456	-2%	-$37.6K	0.84%	36
2025 Q2	$1.83M	Sell	23,037 -622	-3%	-$47.1K	0.89%	32
2025 Q1	$1.82M	Sell	23,659 -2,362	-9%	-$190K	0.98%	30
2024 Q4	$2.09M	Sell	26,021 -4,020	-13%	-$330K	1.14%	27
2024 Q3	$2.39M	Sell	30,041 -3,404	-10%	-$260K	1.39%	21
2024 Q2	$2.44M	Sell	33,445 -16,570	-33%	-$1.22M	1.5%	19
2024 Q1	$3.8M	Buy	50,015 +878	+2%	+$63.6K	2.47%	16
2023 Q4	$3.61M	Buy	49,137 +552	+1%	+$36.5K	2.5%	15
2023 Q3	$3.15M	Buy	48,585 +131	+0.3%	+$8.99K	2.37%	16
2023 Q2	$3.33M	Buy	48,454 +128	+0.3%	+$8.37K	2.45%	18
2023 Q1	$3.19M	Buy	48,326 +2,198	+5%	+$151K	2.43%	17
2022 Q4	$2.99M	Buy	46,128 +1,603	+4%	+$103K	2.43%	16
2022 Q3	$2.57M	Buy	44,525 +8,787	+25%	+$561K	2.06%	18
2022 Q2	$2.16M	Buy	35,738 +6,620	+23%	+$434K	1.7%	19
2022 Q1	$2.05M	Buy	+29,118	New	+$2.02M	1.41%	17

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

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

Financial Guidance Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.01% in Q2 2026, buying an estimated $273 and bringing the position to 20,265 shares worth $1.92M. The position accounts for 0.72% of the portfolio, ranked #38.

Financial Guidance Group first reported a position in MDYV in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.8M in Q1 2024. 182 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Financial Guidance Group held 20,265 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.92M as of Q2 2026.
Financial Guidance Group bought 3 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $273.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.72% of Financial Guidance Group's portfolio in Q2 2026, its #38 holding.
Financial Guidance Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
Financial Guidance Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.8M in Q1 2024.
182 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.