HF Advisory Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

HF Advisory Group’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	$1.66M	Buy	17,529 +59	+0.3%	+$5.37K	0.51%	70
2026 Q1	$1.49M	Buy	17,470 +1,247	+8%	+$110K	0.51%	72
2025 Q4	$1.37M	Buy	16,223 +391	+2%	+$32.7K	0.48%	74
2025 Q3	$1.32M	Buy	15,832 +840	+6%	+$69.2K	0.48%	77
2025 Q2	$1.19M	Sell	14,992 -241	-2%	-$18.2K	0.47%	80
2025 Q1	$1.17M	Buy	15,233 +1,250	+9%	+$101K	0.51%	79
2024 Q4	$1.12M	Buy	13,983 +1,148	+9%	+$94.3K	0.52%	73
2024 Q3	$1.02M	Buy	12,835 +336	+3%	+$25.7K	0.47%	80
2024 Q2	$912K	Buy	12,499 +2,302	+23%	+$169K	0.47%	77
2024 Q1	$775K	Buy	10,197 +1,473	+17%	+$107K	0.43%	82
2023 Q4	$640K	Buy	8,724 +812	+10%	+$53.7K	0.41%	90
2023 Q3	$513K	Buy	7,912 +18	+0.2%	+$1.24K	0.38%	86
2023 Q2	$543K	Buy	7,894 +563	+8%	+$36.8K	0.43%	79
2023 Q1	$484K	Buy	7,331 +239	+3%	+$16.4K	0.43%	78
2022 Q4	$459K	Buy	+7,092	New	+$455K	0.46%	76

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HF Advisory Group's MDYV Position: Q2 2026 in Review

HF Advisory Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.34% in Q2 2026, buying an estimated $5.37K and bringing the position to 17,529 shares worth $1.66M. The position accounts for 0.51% of the portfolio, ranked #70.

HF Advisory Group first reported a position in MDYV in Q4 2022 and has held it in 15 quarters since. 97 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

HF Advisory Group held 17,529 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.66M as of Q2 2026.
HF Advisory Group bought 59 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $5.37K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.51% of HF Advisory Group's portfolio in Q2 2026, its #70 holding.
HF Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
97 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.