PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$47.8K	Hold	504	–	–	0.01%	324
2026 Q1	$42.9K	Hold	504	–	–	0.01%	312
2025 Q4	$42.7K	Hold	504	–	–	0.01%	316
2025 Q3	$42K	Hold	504	–	–	0.01%	289
2025 Q2	$40K	Hold	504	–	–	0.01%	283
2025 Q1	$38.8K	Hold	504	–	–	0.01%	284
2024 Q4	$40.4K	Hold	504	–	–	0.02%	279
2024 Q3	$40.1K	Hold	504	–	–	0.02%	242
2024 Q2	$36.8K	Hold	504	–	–	0.02%	226
2024 Q1	$38.3K	Hold	504	–	–	0.03%	216
2023 Q4	$37K	Buy	+504	New	+$33.3K	0.02%	205

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MDYV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 504 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #324.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. 249 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 504 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $47.8K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #324 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 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.
249 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.