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

Kestra Private Wealth Services’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 		$569K Buy
6,001
+20
+0.3% +$1.82K 0.01% 1165
2026
Q1 		$509K Buy
5,981
+2,595
+77% +$229K 0.01% 1190
2025
Q4 		$287K Buy
3,386
+81
+2% +$6.78K ﹤0.01% 1445
2025
Q3 		$276K Sell
3,305
-256
-7% -$21.1K ﹤0.01% 1402
2025
Q2 		$283K Buy
3,561
+896
+34% +$67.8K ﹤0.01% 1314
2025
Q1 		$205K Buy
+2,665
New +$215K ﹤0.01% 1380
2024
Q4 		– Sell
-12,218
Closed -$971K – 1466
2024
Q3 		$971K Buy
12,218
+351
+3% +$26.8K 0.02% 626
2024
Q2 		$866K Buy
11,867
+249
+2% +$18.3K 0.02% 624
2024
Q1 		$883K Buy
11,618
+21
+0.2% +$1.52K 0.02% 587
2023
Q4 		$851K Buy
11,597
+614
+6% +$40.6K 0.02% 568
2023
Q3 		$712K Buy
10,983
+336
+3% +$23.1K 0.02% 554
2023
Q2 		$732K Buy
10,647
+1
+0% +$65 0.03% 515
2023
Q1 		$704K Hold
10,646
– – 0.03% 501
2022
Q4 		$689K Hold
10,646
– – 0.03% 444
2022
Q3 		$616K Hold
10,646
– – 0.04% 440
2022
Q2 		$644K Buy
10,646
+1
+0% +$66 0.04% 434
2022
Q1 		$749K Buy
+10,645
New +$738K 0.04% 455

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

Kestra Private Wealth Services's MDYV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.33% in Q2 2026, buying an estimated $1.82K and bringing the position to 6,001 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #1165.

Kestra Private Wealth Services first reported a position in MDYV in Q1 2022 and has held it in 17 quarters since. The position peaked at $971K in Q3 2024. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Kestra Private Wealth Services held 6,001 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $569K as of Q2 2026.
  • Kestra Private Wealth Services bought 20 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $1.82K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1165 holding.
  • Kestra Private Wealth Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
  • Kestra Private Wealth Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $971K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.