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

Kingsview 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	$2.77M	Sell	29,182 -2,583	-8%	-$235K	0.03%	487
2026 Q1	$2.7M	Sell	31,765 -410	-1%	-$36.1K	0.04%	449
2025 Q4	$2.72M	Buy	32,175 +17,547	+120%	+$1.47M	0.04%	423
2025 Q3	$1.22M	Sell	14,628 -10,859	-43%	-$894K	0.02%	558
2025 Q2	$2.02M	Buy	25,487 +928	+4%	+$70.3K	0.03%	433
2025 Q1	$1.89M	Sell	24,559 -562	-2%	-$45.3K	0.04%	399
2024 Q4	$2.01M	Sell	25,121 -112	-0.4%	-$9.2K	0.04%	387
2024 Q3	$2.01M	Sell	25,233 -17,613	-41%	-$1.35M	0.04%	374
2024 Q2	$3.13M	Sell	42,846 -406	-0.9%	-$29.8K	0.07%	248
2024 Q1	$3.29M	Sell	43,252 -8	-0%	-$579	0.08%	231
2023 Q4	$3.17M	Sell	43,260 -799	-2%	-$52.8K	0.09%	198
2023 Q3	$2.86M	Sell	44,059 -40,392	-48%	-$2.77M	0.1%	216
2023 Q2	$5.81M	Sell	84,451 -1,107	-1%	-$72.3K	0.23%	99
2023 Q1	$5.65M	Sell	85,558 -6,164	-7%	-$423K	0.24%	93
2022 Q4	$5.94M	Buy	91,722 +103	+0.1%	+$6.61K	0.26%	96
2022 Q3	$5.3M	Sell	91,619 -20,790	-18%	-$1.33M	0.25%	94
2022 Q2	$6.8M	Buy	112,409 +617	+0.6%	+$40.4K	0.33%	76
2022 Q1	$7.87M	Sell	111,792 -5,292	-5%	-$367K	0.35%	65
2021 Q4	$8.32M	Buy	117,084 +4,920	+4%	+$344K	0.35%	62
2021 Q3	$7.43M	Buy	112,164 +1,774	+2%	+$120K	0.35%	58
2021 Q2	$7.53M	Buy	110,390 +1,559	+1%	+$107K	0.37%	52
2021 Q1	$7.2M	Sell	108,831 -3,605	-3%	-$221K	0.41%	51
2020 Q4	$6.24M	Sell	112,436 -2,781	-2%	-$140K	0.45%	44
2020 Q3	$5M	Sell	115,217 -7,484	-6%	-$332K	0.45%	54
2020 Q2	$5.23M	Buy	122,701 +14,722	+14%	+$593K	0.52%	40
2020 Q1	$3.81M	Buy	107,979 +18,995	+21%	+$916K	0.51%	51
2019 Q4	$4.88M	Buy	88,984 +30,452	+52%	+$1.61M	0.61%	37
2019 Q3	$3M	Buy	58,532 +37,670	+181%	+$1.9M	0.47%	62
2019 Q2	$1.07M	Buy	20,862 +911	+5%	+$46.4K	0.18%	144
2019 Q1	$1M	Buy	19,951 +6,767	+51%	+$336K	0.15%	170
2018 Q4	$585K	Buy	13,184 +2,136	+19%	+$105K	0.13%	197
2018 Q3	$594K	Buy	11,048 +2,817	+34%	+$151K	0.12%	210
2018 Q2	$428K	Buy	8,231 +3,065	+59%	+$157K	0.1%	211
2018 Q1	$257K	Buy	+5,166	New	+$263K	0.06%	274

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

Kingsview Wealth Management's MDYV Position: Q2 2026 in Review

Kingsview Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 8.1% in Q2 2026, selling an estimated $235K and leaving 29,182 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #487.

Kingsview Wealth Management first reported a position in MDYV in Q1 2018 and has held it in 34 quarters since. The position peaked at $8.32M in Q4 2021. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Kingsview Wealth Management held 29,182 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.77M as of Q2 2026.
Kingsview Wealth Management sold 2,583 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $235K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #487 holding.
Kingsview Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2018 and has held it in 34 quarters since.
Kingsview Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $8.32M in Q4 2021.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.