KMG Fiduciary Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-4,848	Closed	-$413K	–	240
2026 Q1	$413K	Hold	4,848	–	–	0.03%	211
2025 Q4	$410K	Hold	4,848	–	–	0.03%	208
2025 Q3	$404K	Hold	4,848	–	–	0.03%	246
2025 Q2	$385K	Hold	4,848	–	–	0.03%	243
2025 Q1	$374K	Hold	4,848	–	–	0.03%	238
2024 Q4	$389K	Hold	4,848	–	–	0.03%	226
2024 Q3	$385K	Hold	4,848	–	–	0.03%	224
2024 Q2	$354K	Hold	4,848	–	–	0.03%	201
2024 Q1	$368K	Hold	4,848	–	–	0.04%	191
2023 Q4	$356K	Hold	4,848	–	–	0.04%	194
2023 Q3	$314K	Hold	4,848	–	–	0.04%	192
2023 Q2	$333K	Sell	4,848 -106	-2%	-$6.93K	0.04%	195
2023 Q1	$327K	Buy	4,954 +1	+0%	+$69	0.05%	195
2022 Q4	$321K	Hold	4,953	–	–	0.05%	196
2022 Q3	$286K	Sell	4,953 -7	-0.1%	-$447	0.06%	169
2022 Q2	$300K	Hold	4,960	–	–	0.06%	169
2022 Q1	$349K	Buy	4,960 +1	+0%	+$69	0.06%	167
2021 Q4	$353K	Hold	4,959	–	–	0.05%	159
2021 Q3	$328K	Buy	4,959 +1	+0%	+$67	0.06%	162
2021 Q2	$335K	Hold	4,958	–	–	0.06%	156
2021 Q1	$324K	Sell	4,958 -1,064	-18%	-$65.3K	0.06%	144
2020 Q4	$333K	Sell	6,022 -224	-4%	-$11.3K	0.07%	136
2020 Q3	$271K	Sell	6,246 -214	-3%	-$9.48K	0.07%	129
2020 Q2	$275K	Sell	6,460 -49,605	-88%	-$2M	0.08%	117
2020 Q1	$1.98M	Buy	+56,065	New	+$2.7M	0.64%	47

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

KMG Fiduciary Partners's MDYV Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026, closing a stake of 4,848 shares — an estimated $413K sold.

KMG Fiduciary Partners first reported a position in MDYV in Q1 2020 and held it in 25 quarters. The position peaked at $1.98M in Q1 2020. 69 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

KMG Fiduciary Partners reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 4,848 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $413K.
KMG Fiduciary Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2020 and held it in 25 quarters.
KMG Fiduciary Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.98M in Q1 2020.
69 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.