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Legacy Wealth Management (Idaho)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Legacy Wealth Management (Idaho)’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
-40
Closed -$3.41K – 637
2026
Q1 		$3.41K Sell
40
-1
-2% -$88 ﹤0.01% 691
2025
Q4 		$3.47K Buy
41
+1
+3% +$84 ﹤0.01% 587
2025
Q3 		$3.34K Hold
40
– – ﹤0.01% 479
2025
Q2 		$3.18K Hold
40
– – ﹤0.01% 450
2025
Q1 		$3.08K Hold
40
– – ﹤0.01% 476
2024
Q4 		$3.28K Hold
40
– – ﹤0.01% 437
2024
Q3 		$3.36K Buy
+40
New +$3.06K ﹤0.01% 431

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

Legacy Wealth Management (Idaho)'s MDYV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026, closing a stake of 40 shares — an estimated $3.41K sold.

Legacy Wealth Management (Idaho) first reported a position in MDYV in Q3 2024 and held it in 7 quarters. The position peaked at $3.47K in Q4 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 40 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $3.41K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.47K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.