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

Koshinski Asset 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	$2.94M	Sell	31,004 -519	-2%	-$47.2K	0.16%	130
2026 Q1	$2.68M	Sell	31,523 -2,310	-7%	-$204K	0.17%	131
2025 Q4	$2.86M	Sell	33,833 -4,573	-12%	-$383K	0.18%	120
2025 Q3	$3.2M	Sell	38,406 -2,034	-5%	-$168K	0.22%	104
2025 Q2	$3.21M	Sell	40,440 -2,445	-6%	-$185K	0.24%	92
2025 Q1	$3.3M	Sell	42,885 -2,196	-5%	-$177K	0.28%	81
2024 Q4	$3.62M	Sell	45,081 -1,981	-4%	-$163K	0.31%	68
2024 Q3	$3.74M	Buy	47,062 +533	+1%	+$40.7K	0.32%	68
2024 Q2	$3.35M	Sell	46,529 -3,330	-7%	-$244K	0.31%	75
2024 Q1	$3.79M	Buy	+49,859	New	+$3.61M	0.39%	55
2023 Q4	–	Sell	-47,741	Closed	-$3.1M	–	582
2023 Q3	$3.1M	Sell	47,741 -6,471	-12%	-$444K	0.36%	60
2023 Q2	$3.73M	Sell	54,212 -1,099	-2%	-$71.8K	0.4%	52
2023 Q1	$3.65M	Sell	55,311 -6,952	-11%	-$477K	0.36%	65
2022 Q4	$4.03M	Sell	62,263 -1,192	-2%	-$76.5K	0.39%	56
2022 Q3	$3.67M	Sell	63,455 -786	-1%	-$50.2K	0.44%	53
2022 Q2	$3.89M	Sell	64,241 -314	-0.5%	-$20.6K	0.39%	58
2022 Q1	$4.54M	Buy	64,555 +2,742	+4%	+$190K	0.37%	55
2021 Q4	$4.39M	Sell	61,813 -649	-1%	-$45.4K	0.35%	58
2021 Q3	$4.14M	Buy	62,462 +1,377	+2%	+$92.8K	0.36%	58
2021 Q2	$4.12M	Buy	61,085 +478	+0.8%	+$32.8K	0.52%	41
2021 Q1	$3.97M	Buy	+60,607	New	+$3.72M	0.42%	52

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

Koshinski Asset Management's MDYV Position: Q2 2026 in Review

Koshinski Asset Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.6% in Q2 2026, selling an estimated $47.2K and leaving 31,004 shares worth $2.94M. The position accounts for 0.16% of the portfolio, ranked #130.

Koshinski Asset Management first reported a position in MDYV in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.54M in Q1 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Koshinski Asset Management held 31,004 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.94M as of Q2 2026.
Koshinski Asset Management sold 519 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $47.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.16% of Koshinski Asset Management's portfolio in Q2 2026, its #130 holding.
Koshinski Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and has held it in 21 quarters since.
Koshinski Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.54M in Q1 2022.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.