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

Lodestar Private 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	$1.88M	Sell	19,820 -2,318	-10%	-$211K	0.16%	82
2026 Q1	$1.89M	Sell	22,138 -2,796	-11%	-$247K	0.19%	76
2025 Q4	$2.11M	Sell	24,934 -6,083	-20%	-$509K	0.21%	72
2025 Q3	$2.59M	Sell	31,017 -788	-2%	-$64.9K	0.27%	67
2025 Q2	$2.53M	Sell	31,805 -579	-2%	-$43.8K	0.29%	63
2025 Q1	$2.5M	Sell	32,384 -2,688	-8%	-$216K	0.31%	61
2024 Q4	$2.81M	Sell	35,072 -469	-1%	-$38.5K	0.35%	58
2024 Q3	$2.82M	Buy	35,541 +63	+0.2%	+$4.81K	0.36%	58
2024 Q2	$2.59M	Buy	35,478 +537	+2%	+$39.4K	0.36%	60
2024 Q1	$2.66M	Sell	34,941 -343	-1%	-$24.8K	0.38%	59
2023 Q4	$2.59M	Sell	35,284 -857	-2%	-$56.7K	0.4%	58
2023 Q3	$2.34M	Buy	36,141 +36	+0.1%	+$2.47K	0.4%	59
2023 Q2	$2.48M	Sell	36,105 -2,580	-7%	-$169K	0.42%	57
2023 Q1	$2.56M	Sell	38,685 -9,943	-20%	-$683K	0.46%	53
2022 Q4	$3.15M	Buy	+48,628	New	+$3.12M	0.6%	43

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

Lodestar Private Asset Management's MDYV Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 10% in Q2 2026, selling an estimated $211K and leaving 19,820 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #82.

Lodestar Private Asset Management first reported a position in MDYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.15M in Q4 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Lodestar Private Asset Management held 19,820 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.88M as of Q2 2026.
Lodestar Private Asset Management sold 2,318 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $211K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.16% of Lodestar Private Asset Management's portfolio in Q2 2026, its #82 holding.
Lodestar Private Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.15M in Q4 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 Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.