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

Key Financial Inc’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	$49.4K	Buy	521 +247	+90%	+$22.5K	0.01%	535
2026 Q1	$23.3K	Hold	274	–	–	﹤0.01%	690
2025 Q4	$23.2K	Hold	274	–	–	﹤0.01%	688
2025 Q3	$23K	Hold	274	–	–	﹤0.01%	681
2025 Q2	$21.8K	Hold	274	–	–	﹤0.01%	672
2025 Q1	$21.1K	Hold	274	–	–	﹤0.01%	655
2024 Q4	$22K	Hold	274	–	–	0.01%	633
2024 Q3	$21.8K	Hold	274	–	–	﹤0.01%	637
2024 Q2	$20K	Hold	274	–	–	﹤0.01%	635
2024 Q1	$20.8K	Hold	274	–	–	0.01%	605
2023 Q4	$20.1K	Hold	274	–	–	0.01%	588
2023 Q3	$17.8K	Hold	274	–	–	0.01%	590
2023 Q2	$18.8K	Hold	274	–	–	0.01%	588
2023 Q1	$18.1K	Hold	274	–	–	0.01%	567
2022 Q4	$15.8K	Hold	274	–	–	0.01%	536
2022 Q3	$16K	Hold	274	–	–	0.01%	539
2022 Q2	$17K	Buy	+274	New	+$18K	0.01%	532

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

Key Financial Inc's MDYV Position: Q2 2026 in Review

Key Financial Inc increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 90% in Q2 2026, buying an estimated $22.5K and bringing the position to 521 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #535.

Key Financial Inc first reported a position in MDYV in Q2 2022 and has held it in 17 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Key Financial Inc held 521 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $49.4K as of Q2 2026.
Key Financial Inc bought 247 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $22.5K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #535 holding.
Key Financial Inc first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2022 and has held it in 17 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 Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.