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

Ignite Planners’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	$2.95M	Buy	31,036 +893	+3%	+$81.3K	0.4%	59
2026 Q1	$2.56M	Sell	30,143 -123	-0.4%	-$10.8K	0.4%	62
2025 Q4	$2.67M	Buy	30,266 +2,006	+7%	+$168K	0.41%	55
2025 Q3	$2.36M	Buy	28,260 +20	+0.1%	+$1.65K	0.39%	61
2025 Q2	$2.3M	Buy	28,240 +252	+0.9%	+$19.1K	0.4%	60
2025 Q1	$2.07M	Sell	27,988 -2,393	-8%	-$193K	0.4%	62
2024 Q4	$2.45M	Buy	30,381 +804	+3%	+$66.1K	0.54%	44
2024 Q3	$2.35M	Buy	29,577 +1,154	+4%	+$88.2K	0.54%	46
2024 Q2	$2.05M	Buy	28,423 +2,222	+8%	+$163K	0.5%	50
2024 Q1	$1.97M	Buy	26,201 +4,246	+19%	+$307K	0.55%	45
2023 Q4	$1.61M	Buy	21,955 +4,435	+25%	+$293K	0.48%	54
2023 Q3	$1.1M	Buy	+17,520	New	+$1.2M	0.34%	77

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

Ignite Planners's MDYV Position: Q2 2026 in Review

Ignite Planners increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3% in Q2 2026, buying an estimated $81.3K and bringing the position to 31,036 shares worth $2.95M. The position accounts for 0.4% of the portfolio, ranked #59.

Ignite Planners first reported a position in MDYV in Q3 2023 and has held it in 12 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Ignite Planners held 31,036 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.95M as of Q2 2026.
Ignite Planners bought 893 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $81.3K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.4% of Ignite Planners's portfolio in Q2 2026, its #59 holding.
Ignite Planners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2023 and has held it in 12 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 Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.