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

Kingswood Wealth Advisors’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	$2.68M	Buy	28,289 +1,141	+4%	+$104K	0.11%	209
2026 Q1	$2.31M	Buy	27,148 +91	+0.3%	+$8.02K	0.11%	212
2025 Q4	$2.29M	Sell	27,057 -3,778	-12%	-$316K	0.11%	187
2025 Q3	$2.57M	Sell	30,835 -698	-2%	-$57.5K	0.16%	142
2025 Q2	$2.5M	Sell	31,533 -986	-3%	-$74.7K	0.2%	113
2025 Q1	$2.51M	Buy	32,519 +3,436	+12%	+$277K	0.23%	102
2024 Q4	$2.33M	Buy	+29,083	New	+$2.39M	0.18%	128

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

Kingswood Wealth Advisors's MDYV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.2% in Q2 2026, buying an estimated $104K and bringing the position to 28,289 shares worth $2.68M. The position accounts for 0.11% of the portfolio, ranked #209.

Kingswood Wealth Advisors 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.

Kingswood Wealth Advisors held 28,289 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.68M as of Q2 2026.
Kingswood Wealth Advisors bought 1,141 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $104K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #209 holding.
Kingswood Wealth Advisors 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.