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

LongView Wealth 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 Q3	$268K	Buy	3,034 +13	+0.4%	+$1.22K	0.06%	200
2026 Q2	$287K	Sell	3,021 -1,297	-30%	-$118K	0.07%	178
2026 Q1	$386K	Sell	4,318 -948	-18%	-$83.6K	0.1%	162
2025 Q4	$466K	Buy	5,266 +18	+0.3%	+$1.51K	0.11%	149
2025 Q3	$438K	Buy	5,248 +18	+0.3%	+$1.48K	0.12%	134
2025 Q2	$415K	Buy	5,230 +21	+0.4%	+$1.59K	0.13%	137
2025 Q1	$401K	Sell	5,209 -1,563	-23%	-$126K	0.12%	132
2024 Q4	$543K	Buy	6,772 +23	+0.3%	+$1.89K	0.17%	110
2024 Q3	$536K	Buy	6,749 +17	+0.3%	+$1.3K	0.17%	103
2024 Q2	$491K	Buy	6,732 +21	+0.3%	+$1.54K	0.18%	98
2024 Q1	$510K	Buy	6,711 +510	+8%	+$36.9K	0.2%	98
2023 Q4	$447K	Buy	+6,201	New	+$410K	0.2%	101

Other funds holding MDYV

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 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

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

LongView Wealth Management's MDYV Position: Q3 2026 in Review

LongView Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.43% in Q3 2026, buying an estimated $1.22K and bringing the position to 3,034 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #200.

LongView Wealth Management first reported a position in MDYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $543K in Q4 2024. 209 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

LongView Wealth Management held 3,034 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $268K as of Q3 2026.
LongView Wealth Management bought 13 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $1.22K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.06% of LongView Wealth Management's portfolio in Q3 2026, its #200 holding.
LongView Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $543K in Q4 2024.
209 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.