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

LexAurum 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 		$1.02M Hold
10,756
– – 0.12% 152
2026
Q1 		$916K Buy
+10,756
New +$948K 0.12% 147
2025
Q3 		$876K Buy
10,507
+143
+1% +$11.8K 0.12% 135
2025
Q2 		$823K Buy
10,364
+2,000
+24% +$151K 0.13% 136
2025
Q1 		$644K Buy
8,364
+57
+0.7% +$4.59K 0.12% 153
2024
Q4 		$666K Buy
8,307
+2,167
+35% +$178K 0.13% 145
2024
Q3 		$488K Sell
6,140
-648
-10% -$49.5K 0.11% 167
2024
Q2 		$495K Hold
6,788
– – 0.12% 158
2024
Q1 		$516K Hold
6,788
– – 0.13% 145
2023
Q4 		$498K Sell
6,788
-284
-4% -$18.8K 0.13% 152
2023
Q3 		$459K Sell
7,072
-13
-0.2% -$892 0.13% 150
2023
Q2 		$487K Buy
7,085
+906
+15% +$59.2K 0.15% 134
2023
Q1 		$408K Sell
6,179
-27
-0.4% -$1.85K 0.14% 143
2022
Q4 		$402K Sell
6,206
-381
-6% -$24.5K 0.14% 145
2022
Q3 		$381K Hold
6,587
– – 0.15% 149
2022
Q2 		$399K Hold
6,587
– – 0.15% 141
2022
Q1 		$464K Sell
6,587
-957
-13% -$66.3K 0.15% 134
2021
Q4 		$536K Sell
7,544
-37
-0.5% -$2.59K 0.17% 126
2021
Q3 		$502K Sell
7,581
-112
-1% -$7.54K 0.15% 165
2021
Q2 		$519K Buy
7,693
+1,885
+32% +$129K 0.15% 157
2021
Q1 		$380K Buy
5,808
+37
+0.6% +$2.27K 0.13% 172
2020
Q4 		$320K Sell
5,771
-4
-0.1% -$202 0.11% 180
2020
Q3 		$251K Buy
5,775
+113
+2% +$5.01K 0.1% 191
2020
Q2 		$241K Sell
5,662
-2,982
-34% -$120K 0.13% 167
2020
Q1 		$305K Buy
8,644
+4,555
+111% +$220K 0.21% 104
2019
Q4 		$224K Hold
4,089
– – 0.11% 184
2019
Q3 		$210K Buy
+4,089
New +$207K 0.12% 171

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

LexAurum Advisors's MDYV Position: Q2 2026 in Review

LexAurum Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 10,756 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #152.

LexAurum Advisors first reported a position in MDYV in Q3 2019 and has held it in 27 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • LexAurum Advisors held 10,756 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.02M as of Q2 2026.
  • LexAurum Advisors left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.12% of LexAurum Advisors's portfolio in Q2 2026, its #152 holding.
  • LexAurum Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2019 and has held it in 27 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 LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.