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Lowe Brockenbrough & Co’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Lowe Brockenbrough & Co’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 		$73.2K Sell
772
-334
-30% -$30.4K ﹤0.01% 297
2026
Q1 		$94.2K Hold
1,106
– – ﹤0.01% 288
2025
Q4 		$93.6K Hold
1,106
– – ﹤0.01% 290
2025
Q3 		$92.3K Hold
1,106
– – ﹤0.01% 298
2025
Q2 		$87.8K Buy
+1,106
New +$83.8K ﹤0.01% 286

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

Lowe Brockenbrough & Co's MDYV Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 30% in Q2 2026, selling an estimated $30.4K and leaving 772 shares worth $73.2K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Lowe Brockenbrough & Co first reported a position in MDYV in Q2 2025 and has held it in 5 quarters since. The position peaked at $94.2K in Q1 2026. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Lowe Brockenbrough & Co held 772 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $73.2K as of Q2 2026.
  • Lowe Brockenbrough & Co sold 334 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $30.4K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #297 holding.
  • Lowe Brockenbrough & Co first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Lowe Brockenbrough & Co's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $94.2K in Q1 2026.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.