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Keystone Financial Group (Kentucky)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.09M Sell
11,483
-42
-0.4% -$3.82K 0.06% 211
2026
Q1 		$981K Buy
11,525
+252
+2% +$22.2K 0.07% 201
2025
Q4 		$954K Sell
11,273
-73
-0.6% -$6.11K 0.07% 184
2025
Q3 		$946K Buy
11,346
+196
+2% +$16.1K 0.07% 165
2025
Q2 		$886K Buy
11,150
+302
+3% +$22.9K 0.08% 166
2025
Q1 		$836K Buy
10,848
+114
+1% +$9.18K 0.09% 165
2024
Q4 		$861K Buy
10,734
+9
+0.1% +$739 0.08% 155
2024
Q3 		$852K Buy
+10,725
New +$819K 0.11% 137
2024
Q2 		– Sell
-9,972
Closed -$758K – 244
2024
Q1 		$758K Sell
9,972
-82
-0.8% -$5.94K 0.11% 132
2023
Q4 		$738K Buy
10,054
+182
+2% +$12K 0.13% 126
2023
Q3 		$640K Sell
9,872
-79,035
-89% -$5.42M 0.11% 131
2023
Q2 		$6.12M Buy
+88,907
New +$5.81M 1.04% 20
2022
Q4 		$5.66M Buy
87,513
+79,756
+1,028% +$5.12M 1.12% 19
2022
Q3 		$448K Buy
7,757
+1,201
+18% +$76.6K 0.09% 152
2022
Q2 		$397K Buy
6,556
+866
+15% +$56.7K 0.08% 174
2022
Q1 		$400K Buy
5,690
+570
+11% +$39.5K 0.07% 180
2021
Q4 		$364K Buy
5,120
+1,070
+26% +$74.8K 0.06% 210
2021
Q3 		$268K Buy
4,050
+370
+10% +$24.9K 0.05% 244
2021
Q2 		$248K Buy
3,680
+300
+9% +$20.6K 0.04% 253
2021
Q1 		$221K Buy
+3,380
New +$207K 0.04% 261

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LPL Financial
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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
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PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s MDYV Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.36% in Q2 2026, selling an estimated $3.82K and leaving 11,483 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #211.

Keystone Financial Group (Kentucky) first reported a position in MDYV in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.12M in Q2 2023. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 11,483 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.09M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 42 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $3.82K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #211 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6.12M in Q2 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 Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.