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

Howe & Rusling’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	$8.82K	Hold	93	–	–	﹤0.01%	444
2026 Q1	$7.92K	Hold	93	–	–	﹤0.01%	434
2025 Q4	$7.87K	Hold	93	–	–	﹤0.01%	435
2025 Q3	$7.76K	Hold	93	–	–	﹤0.01%	426
2025 Q2	$7.39K	Hold	93	–	–	﹤0.01%	422
2025 Q1	$7.17K	Buy	+93	New	+$7.49K	﹤0.01%	389
2024 Q1	–	Sell	-51	Closed	-$3.74K	–	404
2023 Q4	$3.74K	Buy	+51	New	+$3.37K	﹤0.01%	348

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

Howe & Rusling's MDYV Position: Q2 2026 in Review

Howe & Rusling held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 93 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Howe & Rusling first reported a position in MDYV in Q4 2023 and has held it in 7 quarters since. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Howe & Rusling held 93 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $8.82K as of Q2 2026.
Howe & Rusling 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 Howe & Rusling's portfolio in Q2 2026, its #444 holding.
Howe & Rusling first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.