Focus Partners Advisor Solutions’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Focus Partners Advisor Solutions’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	$3.84M	Buy	40,451 +22,524	+126%	+$2.05M	0.03%	241
2026 Q1	$1.53M	Sell	17,927 -1,801	-9%	-$159K	0.02%	423
2025 Q4	$1.67M	Sell	19,728 -772	-4%	-$64.6K	0.02%	352
2025 Q3	$1.71M	Buy	20,500 +1,059	+5%	+$87.2K	0.02%	374
2025 Q2	$1.54M	Sell	19,441 -5,346	-22%	-$405K	0.02%	325
2025 Q1	$1.91M	Sell	24,787 -2,350	-9%	-$189K	0.03%	266
2024 Q4	$2.18M	Buy	27,137 +22,562	+493%	+$1.85M	0.04%	214
2024 Q3	$364K	Buy	4,575 +1,713	+60%	+$131K	0.01%	516
2024 Q2	$209K	Sell	2,862 -514	-15%	-$37.7K	0.01%	594
2024 Q1	$257K	Buy	+3,376	New	+$244K	0.01%	510

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

Focus Partners Advisor Solutions's MDYV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 126% in Q2 2026, buying an estimated $2.05M and bringing the position to 40,451 shares worth $3.84M. The position accounts for 0.03% of the portfolio, ranked #241.

Focus Partners Advisor Solutions first reported a position in MDYV in Q1 2024 and has held it in 10 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Focus Partners Advisor Solutions held 40,451 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.84M as of Q2 2026.
Focus Partners Advisor Solutions bought 22,524 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $2.05M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #241 holding.
Focus Partners Advisor Solutions first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and has held it in 10 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 Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.