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

HB Wealth 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	$227K	Buy	+2,397	New	+$218K	﹤0.01%	1530

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

HB Wealth Management's MDYV Position: Q2 2026 in Review

HB Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 2,397 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings.

383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

HB Wealth Management held 2,397 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $227K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new HB Wealth Management position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1530 holding.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.