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 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 $59.8B AUM 29.42% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

LongView Wealth Management's MDYV Position: Q2 2026 in Review

LongView Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 30% in Q2 2026, selling an estimated $118K and leaving 3,021 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #178.

LongView Wealth Management first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $543K in Q4 2024. 141 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

LongView Wealth Management held 3,021 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $287K as of Q2 2026.
LongView Wealth Management sold 1,297 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $118K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.07% of LongView Wealth Management's portfolio in Q2 2026, its #178 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 11 quarters since.
LongView Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $543K in Q4 2024.
141 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.