Lloyd Advisory Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Lloyd Advisory Services’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 Q3	$2.09K	Buy	+24	New	+$2.26K	﹤0.01%	531

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Lloyd Advisory Services's MDYV Position: Q3 2026 in Review

Lloyd Advisory Services opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2026: 24 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings.

256 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Lloyd Advisory Services held 24 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.09K as of Q3 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Lloyd Advisory Services position in Q3 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #531 holding.
256 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.