Juncture Wealth Strategies’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Juncture Wealth Strategies’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	$750K	Sell	7,912 -3,570	-31%	-$325K	0.2%	83
2026 Q1	$978K	Sell	11,482 -3,122	-21%	-$275K	0.33%	52
2025 Q4	$1.24M	Sell	14,604 -537	-4%	-$45K	0.41%	45
2025 Q3	$1.26M	Sell	15,141 -1,558	-9%	-$128K	0.42%	45
2025 Q2	$1.33M	Sell	16,699 -3,771	-18%	-$286K	0.47%	36
2025 Q1	$1.58M	Sell	20,470 -772	-4%	-$62.2K	0.61%	28
2024 Q4	$1.7M	Sell	21,242 -401	-2%	-$32.9K	0.63%	28
2024 Q3	$1.72M	Sell	21,643 -855	-4%	-$65.3K	0.67%	25
2024 Q2	$1.64M	Sell	22,498 -305	-1%	-$22.4K	0.69%	25
2024 Q1	$1.73M	Sell	22,803 -36	-0.2%	-$2.61K	0.75%	25
2023 Q4	$1.68M	Sell	22,839 -485	-2%	-$32.1K	0.76%	27
2023 Q3	$1.51M	Sell	23,324 -1,727	-7%	-$119K	0.74%	33
2023 Q2	$1.72M	Sell	25,051 -14	-0.1%	-$915	0.81%	28
2023 Q1	$1.66M	Sell	25,065 -2,424	-9%	-$166K	0.82%	28
2022 Q4	$1.78M	Sell	27,489 -764	-3%	-$49K	0.85%	27
2022 Q3	$1.63M	Sell	28,253 -15,813	-36%	-$1.01M	0.81%	31
2022 Q2	$2.67M	Sell	44,066 -548	-1%	-$35.9K	1.31%	26
2022 Q1	$3.14M	Buy	44,614 +1,338	+3%	+$92.7K	1.49%	21
2021 Q4	$3.08M	Buy	43,276 +1,104	+3%	+$77.2K	1.46%	19
2021 Q3	$2.79M	Buy	42,172 +6,634	+19%	+$447K	1.47%	18
2021 Q2	$2.43M	Buy	35,538 +4,453	+14%	+$306K	1.39%	18
2021 Q1	$2.04M	Buy	31,085 +1,010	+3%	+$62K	1.29%	19
2020 Q4	$1.67M	Buy	30,075 +1,699	+6%	+$85.7K	1.06%	16
2020 Q3	$1.23M	Buy	28,376 +9,691	+52%	+$430K	0.85%	24
2020 Q2	$797K	Buy	+18,685	New	+$753K	0.6%	40
2020 Q1	–	Sell	-52,123	Closed	-$2.85M	–	95
2019 Q4	$2.85M	Buy	52,123 +3,667	+8%	+$193K	2.22%	8
2019 Q3	$2.49M	Buy	48,456 +13,086	+37%	+$661K	2.19%	7
2019 Q2	$1.82M	Buy	+35,370	New	+$1.8M	1.46%	20

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

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

MSRI

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

Juncture Wealth Strategies's MDYV Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 31% in Q2 2026, selling an estimated $325K and leaving 7,912 shares worth $750K. The position accounts for 0.2% of the portfolio, ranked #83.

Juncture Wealth Strategies first reported a position in MDYV in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.14M in Q1 2022. 161 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Juncture Wealth Strategies held 7,912 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $750K as of Q2 2026.
Juncture Wealth Strategies sold 3,570 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $325K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.2% of Juncture Wealth Strategies's portfolio in Q2 2026, its #83 holding.
Juncture Wealth Strategies first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2019 and has held it in 28 quarters since.
Juncture Wealth Strategies's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.14M in Q1 2022.
161 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.