GA
MDYV icon

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

Goldstein 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 		$308K Hold
3,250
– – 0.03% 183
2026
Q1 		$277K Hold
3,250
– – 0.03% 163
2025
Q4 		$275K Hold
3,250
– – 0.03% 161
2025
Q3 		$271K Hold
3,250
– – 0.03% 158
2025
Q2 		$258K Buy
3,250
+544
+20% +$41.2K 0.03% 155
2025
Q1 		$208K Sell
2,706
-5
-0.2% -$403 0.03% 177
2024
Q4 		$217K Buy
2,711
+5
+0.2% +$411 0.03% 174
2024
Q3 		$215K Buy
+2,706
New +$207K 0.03% 167
2024
Q2 		– Sell
-2,706
Closed -$206K – 190
2024
Q1 		$206K Buy
+2,706
New +$196K 0.04% 152

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

Goldstein Advisors's MDYV Position: Q2 2026 in Review

Goldstein Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 3,250 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #183.

Goldstein Advisors first reported a position in MDYV in Q1 2024 and has held it in 9 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Goldstein Advisors held 3,250 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $308K as of Q2 2026.
  • Goldstein Advisors 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 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #183 holding.
  • Goldstein Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and has held it in 9 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 Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.