FWL Investment Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

FWL Investment Management’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	$4.23K	Hold	45	–	–	﹤0.01%	369
2026 Q1	$3.8K	Hold	45	–	–	﹤0.01%	304
2025 Q4	$3.78K	Hold	45	–	–	﹤0.01%	327
2025 Q3	$3.72K	Hold	45	–	–	﹤0.01%	302
2025 Q2	$3.54K	Hold	45	–	–	﹤0.01%	275
2025 Q1	$3.44K	Sell	45 -89	-66%	-$7.17K	﹤0.01%	262
2024 Q4	$10.7K	Hold	134	–	–	﹤0.01%	236
2024 Q3	$10.6K	Buy	+134	New	+$10.2K	﹤0.01%	234

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

FWL Investment Management's MDYV Position: Q2 2026 in Review

FWL Investment Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 45 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

FWL Investment Management first reported a position in MDYV in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.7K in Q4 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

FWL Investment Management held 45 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.23K as of Q2 2026.
FWL Investment Management 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 FWL Investment Management's portfolio in Q2 2026, its #369 holding.
FWL Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
FWL Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $10.7K in Q4 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 FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.