Focus Partners Wealth
MDYV icon

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

Focus Partners Wealth’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 		$1.29M Sell
13,652
-1,003
-7% -$91.3K ﹤0.01% 1528
2026
Q1 		$1.25M Sell
14,655
-2,773
-16% -$244K ﹤0.01% 1521
2025
Q4 		$1.48M Buy
17,428
+1,636
+10% +$137K ﹤0.01% 1463
2025
Q3 		$1.32M Sell
15,792
-1,288
-8% -$106K ﹤0.01% 1176
2025
Q2 		$1.36M Buy
17,080
+3,513
+26% +$266K ﹤0.01% 1024
2025
Q1 		$1.05M Sell
13,567
-3,786
-22% -$305K ﹤0.01% 1055
2024
Q4 		$1.39M Buy
17,353
+5,748
+50% +$472K ﹤0.01% 960
2024
Q3 		$922K Buy
11,605
+3
+0% +$229 ﹤0.01% 963
2024
Q2 		$846K Buy
11,602
+1,770
+18% +$130K ﹤0.01% 832
2024
Q1 		$747K Sell
9,832
-1,687
-15% -$122K 0.01% 653
2023
Q4 		$845K Buy
+11,519
New +$762K 0.01% 481

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

Focus Partners Wealth's MDYV Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 6.8% in Q2 2026, selling an estimated $91.3K and leaving 13,652 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Focus Partners Wealth first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q4 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Focus Partners Wealth held 13,652 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.29M as of Q2 2026.
  • Focus Partners Wealth sold 1,003 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $91.3K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1528 holding.
  • Focus Partners Wealth 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.
  • Focus Partners Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.48M in Q4 2025.
  • 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 Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.