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JNBA Financial Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

JNBA Financial Advisors’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 		$8.16M Sell
85,995
-2,617
-3% -$238K 0.62% 30
2026
Q1 		$7.55M Sell
88,612
-10,346
-10% -$912K 0.63% 30
2025
Q4 		$8.38M Sell
98,958
-4,511
-4% -$378K 0.73% 26
2025
Q3 		$8.63M Sell
103,469
-4,545
-4% -$374K 0.78% 25
2025
Q2 		$8.58M Sell
108,014
-9,801
-8% -$742K 0.83% 27
2025
Q1 		$9.08M Sell
117,815
-8,909
-7% -$717K 0.94% 23
2024
Q4 		$10.2M Sell
126,724
-7,687
-6% -$632K 1.04% 21
2024
Q3 		$10.7M Sell
134,411
-48,501
-27% -$3.71M 1.08% 22
2024
Q2 		$13.3M Sell
182,912
-73,518
-29% -$5.4M 1.41% 15
2024
Q1 		$19.5M Sell
256,430
-91,936
-26% -$6.66M 2.05% 13
2023
Q4 		$25.6M Buy
348,366
+13,660
+4% +$903K 2.91% 7
2023
Q3 		$21.7M Buy
334,706
+41,073
+14% +$2.82M 2.71% 8
2023
Q2 		$20.2M Buy
293,633
+35,516
+14% +$2.32M 2.42% 8
2023
Q1 		$17.1M Buy
258,117
+9,683
+4% +$665K 2.22% 10
2022
Q4 		$16.1M Buy
248,434
+3,224
+1% +$207K 2.23% 10
2022
Q3 		$14.2M Sell
245,210
-3,579
-1% -$228K 2.19% 10
2022
Q2 		$15.1M Buy
248,789
+3,462
+1% +$227K 2.28% 8
2022
Q1 		$17.3M Buy
245,327
+4,067
+2% +$282K 2.29% 9
2021
Q4 		$17.2M Buy
241,260
+28,842
+14% +$2.02M 2.1% 10
2021
Q3 		$14.1M Buy
212,418
+20,555
+11% +$1.38M 1.89% 15
2021
Q2 		$13M Buy
191,863
+7,860
+4% +$539K 1.75% 14
2021
Q1 		$12M Buy
184,003
+19,421
+12% +$1.19M 1.75% 14
2020
Q4 		$9.13M Buy
164,582
+37,621
+30% +$1.9M 1.5% 17
2020
Q3 		$5.51M Buy
126,961
+3,142
+3% +$139K 1.11% 26
2020
Q2 		$5.28M Buy
123,819
+1,211
+1% +$48.8K 1.13% 24
2020
Q1 		$4.32M Buy
122,608
+35,919
+41% +$1.73M 1.04% 26
2019
Q4 		$4.75M Buy
86,689
+3,981
+5% +$210K 0.91% 31
2019
Q3 		$4.25M Buy
82,708
+3,613
+5% +$182K 0.86% 30
2019
Q2 		$4.06M Buy
79,095
+10,189
+15% +$519K 0.83% 27
2019
Q1 		$3.47M Buy
68,906
+24,090
+54% +$1.2M 0.75% 28
2018
Q4 		$1.99M Buy
+44,816
New +$2.2M 0.45% 34
2018
Q3 		– Sell
-2,162
Closed -$112K – 617
2018
Q2 		$112K Buy
+2,162
New +$111K 0.02% 164

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

JNBA Financial Advisors's MDYV Position: Q2 2026 in Review

JNBA Financial Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3% in Q2 2026, selling an estimated $238K and leaving 85,995 shares worth $8.16M. The position accounts for 0.62% of the portfolio, ranked #30.

JNBA Financial Advisors first reported a position in MDYV in Q2 2018 and has held it in 32 quarters since. The position peaked at $25.6M in Q4 2023. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • JNBA Financial Advisors held 85,995 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $8.16M as of Q2 2026.
  • JNBA Financial Advisors sold 2,617 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $238K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.62% of JNBA Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • JNBA Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2018 and has held it in 32 quarters since.
  • JNBA Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $25.6M in Q4 2023.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.