KDK Private Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

KDK Private Wealth Management’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	$280K	Sell	2,949 -48	-2%	-$4.37K	0.23%	51
2026 Q1	$255K	Sell	2,997 -67	-2%	-$5.91K	0.23%	51
2025 Q4	$259K	Sell	3,064 -154	-5%	-$12.9K	0.23%	61
2025 Q3	$268K	Sell	3,218 -27	-0.8%	-$2.22K	0.27%	47
2025 Q2	$258K	Sell	3,245 -31	-0.9%	-$2.35K	0.28%	46
2025 Q1	$252K	Sell	3,276 -118	-3%	-$9.5K	0.29%	44
2024 Q4	$272K	Buy	+3,394	New	+$279K	0.28%	42

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

KDK Private Wealth Management's MDYV Position: Q2 2026 in Review

KDK Private Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.6% in Q2 2026, selling an estimated $4.37K and leaving 2,949 shares worth $280K. The position accounts for 0.23% of the portfolio, ranked #51.

KDK Private Wealth Management first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

KDK Private Wealth Management held 2,949 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $280K as of Q2 2026.
KDK Private Wealth Management sold 48 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $4.37K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.23% of KDK Private Wealth Management's portfolio in Q2 2026, its #51 holding.
KDK Private Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 7 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 KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.