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

Financial Network 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	$509K	Buy	5,367 +59	+1%	+$5.37K	0.52%	39
2026 Q1	$452K	Sell	5,308 -19	-0.4%	-$1.68K	0.46%	37
2025 Q4	$451K	Buy	5,327 +85	+2%	+$7.12K	0.47%	40
2025 Q3	$437K	Sell	5,242 -500	-9%	-$41.2K	0.48%	40
2025 Q2	$456K	Sell	5,742 -821	-13%	-$62.2K	0.55%	35
2025 Q1	$506K	Buy	6,563 +789	+14%	+$63.5K	0.66%	27
2024 Q4	$463K	Sell	5,774 -3,806	-40%	-$313K	0.86%	19
2024 Q3	$761K	Buy	9,580 +276	+3%	+$21.1K	0.63%	40
2024 Q2	$679K	Sell	9,304 -12,382	-57%	-$909K	0.51%	43
2024 Q1	$1.65M	Sell	21,686 -127	-0.6%	-$9.2K	1.64%	14
2023 Q4	$1.6M	Buy	+21,813	New	+$1.44M	1.7%	12

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

Financial Network Wealth Advisors's MDYV Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.1% in Q2 2026, buying an estimated $5.37K and bringing the position to 5,367 shares worth $509K. The position accounts for 0.52% of the portfolio, ranked #39.

Financial Network Wealth Advisors first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q1 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Financial Network Wealth Advisors held 5,367 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $509K as of Q2 2026.
Financial Network Wealth Advisors bought 59 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $5.37K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.52% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Financial Network 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.
Financial Network Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.65M in Q1 2024.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.