Jackson Grant Investment Advisers’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Jackson Grant Investment Advisers’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	$60.6K	Buy	639 +3	+0.5%	+$273	0.02%	188
2026 Q1	$54.2K	Buy	636 +3	+0.5%	+$264	0.02%	197
2025 Q4	$53.6K	Buy	633 +3	+0.5%	+$251	0.02%	196
2025 Q3	$52.6K	Buy	630 +3	+0.5%	+$247	0.02%	197
2025 Q2	$49.8K	Buy	627 +3	+0.5%	+$227	0.02%	182
2025 Q1	$48.1K	Buy	624 +2	+0.3%	+$161	0.02%	179
2024 Q4	$49.9K	Buy	622 +4	+0.6%	+$329	0.02%	181
2024 Q3	$49.1K	Buy	618 +2	+0.3%	+$153	0.02%	183
2024 Q2	$44.9K	Buy	616 +4	+0.7%	+$294	0.02%	187
2024 Q1	$46.5K	Buy	612 +2	+0.3%	+$145	0.02%	183
2023 Q4	$44.8K	Buy	610 +3	+0.5%	+$198	0.02%	178
2023 Q3	$39.4K	Buy	607 +2	+0.3%	+$137	0.02%	180
2023 Q2	$41.6K	Buy	605 +3	+0.5%	+$196	0.02%	177
2023 Q1	$39.8K	Buy	602 +2	+0.3%	+$137	0.02%	199
2022 Q4	$38.8K	Buy	600 +3	+0.5%	+$193	0.02%	200
2022 Q3	$34K	Buy	597 +4	+0.7%	+$255	0.02%	216
2022 Q2	$36K	Buy	593 +3	+0.5%	+$197	0.02%	219
2022 Q1	$42K	Buy	590 +2	+0.3%	+$139	0.02%	219
2021 Q4	$42K	Buy	588 +3	+0.5%	+$210	0.02%	180
2021 Q3	$39K	Buy	585 +2	+0.3%	+$135	0.02%	227
2021 Q2	$39K	Buy	583 +3	+0.5%	+$206	0.02%	228
2021 Q1	$38K	Buy	580 +3	+0.5%	+$184	0.02%	224
2020 Q4	$32K	Buy	577 +2	+0.3%	+$101	0.02%	216
2020 Q3	$25K	Buy	575 +2	+0.3%	+$89	0.02%	178
2020 Q2	$24K	Buy	573 +4	+0.7%	+$161	0.02%	174
2020 Q1	$20K	Buy	569 +5	+0.9%	+$241	0.01%	173
2019 Q4	$31K	Buy	564 +3	+0.5%	+$158	0.02%	168
2019 Q3	$29K	Buy	561 +5	+0.9%	+$253	0.02%	173
2019 Q2	$29K	Hold	556	–	–	0.02%	172
2019 Q1	$28K	Buy	556 +6	+1%	+$298	0.02%	169
2018 Q4	$24K	Buy	550 +2	+0.4%	+$98	0.02%	176
2018 Q3	$29K	Hold	548	–	–	0.02%	175
2018 Q2	$27K	Buy	548 +2	+0.4%	+$103	0.02%	179
2018 Q1	$27K	Buy	546 +4	+0.7%	+$204	0.02%	175
2017 Q4	$28K	Buy	542 +6	+1%	+$303	0.02%	176
2017 Q3	$27K	Buy	536 +2	+0.4%	+$96	0.02%	174
2017 Q2	$26K	Buy	534 +4	+0.8%	+$192	0.02%	155
2017 Q1	$26K	Buy	530 +2	+0.4%	+$96	0.02%	148
2016 Q4	$25K	Buy	528 +2	+0.4%	+$90	0.02%	152
2016 Q3	$23K	Buy	526 +2	+0.4%	+$86	0.02%	143
2016 Q2	$22K	Buy	524 +4	+0.8%	+$163	0.02%	139
2016 Q1	$21K	Buy	520 +14	+3%	+$514	0.02%	136
2015 Q4	$19K	Buy	+506	New	+$20.3K	0.02%	145

Other funds holding MDYV

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Jackson Grant Investment Advisers's MDYV Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.47% in Q2 2026, buying an estimated $273 and bringing the position to 639 shares worth $60.6K. The position accounts for 0.02% of the portfolio, ranked #188.

Jackson Grant Investment Advisers first reported a position in MDYV in Q4 2015 and has held it in 43 quarters since. 182 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Jackson Grant Investment Advisers held 639 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $60.6K as of Q2 2026.
Jackson Grant Investment Advisers bought 3 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $273.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #188 holding.
Jackson Grant Investment Advisers first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
182 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.