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

Lutz Financial 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 Q2	$78.7M	Buy	829,586 +23,727	+3%	+$2.16M	4.79%	6
2026 Q1	$68.6M	Buy	805,859 +22,421	+3%	+$1.98M	4.61%	6
2025 Q4	$66.3M	Buy	783,438 +57,250	+8%	+$4.79M	4.51%	6
2025 Q3	$60.6M	Buy	726,188 +24,953	+4%	+$2.05M	4.38%	6
2025 Q2	$55.7M	Sell	701,235 -2,760	-0.4%	-$209K	4.32%	6
2025 Q1	$54.2M	Buy	703,995 +9,298	+1%	+$749K	4.44%	6
2024 Q4	$55.7M	Buy	694,697 +3,705	+0.5%	+$304K	4.5%	6
2024 Q3	$54.9M	Buy	690,992 +14,917	+2%	+$1.14M	4.46%	6
2024 Q2	$49.3M	Buy	676,075 +10,868	+2%	+$798K	4.3%	6
2024 Q1	$50.6M	Buy	665,207 +20,004	+3%	+$1.45M	4.42%	6
2023 Q4	$47.3M	Buy	645,203 +37,891	+6%	+$2.51M	4.44%	6
2023 Q3	$39.4M	Buy	607,312 +13,968	+2%	+$959K	4.29%	7
2023 Q2	$40.8M	Buy	593,344 +40,627	+7%	+$2.65M	4.39%	6
2023 Q1	$36.5M	Sell	552,717 -479	-0.1%	-$32.9K	4.17%	7
2022 Q4	$35.8M	Buy	553,196 +28,243	+5%	+$1.81M	4.4%	6
2022 Q3	$30.4M	Buy	524,953 +34,780	+7%	+$2.22M	4.15%	8
2022 Q2	$29.7M	Buy	490,173 +15,868	+3%	+$1.04M	3.93%	10
2022 Q1	$33.4M	Buy	474,305 +32,281	+7%	+$2.24M	4.12%	9
2021 Q4	$31.4M	Sell	442,024 -6,256	-1%	-$438K	3.86%	8
2021 Q3	$29.7M	Buy	448,280 +18,303	+4%	+$1.23M	3.86%	8
2021 Q2	$29M	Buy	429,977 +29,980	+7%	+$2.06M	3.87%	8
2021 Q1	$26.2M	Buy	399,997 +26,770	+7%	+$1.64M	3.87%	7
2020 Q4	$20.7M	Buy	373,227 +37,505	+11%	+$1.89M	3.4%	8
2020 Q3	$14.6M	Buy	335,722 +12,010	+4%	+$532K	2.81%	10
2020 Q2	$13.8M	Buy	323,712 +176,025	+119%	+$7.09M	2.81%	11
2020 Q1	$5.21M	Sell	147,687 -35,143	-19%	-$1.69M	1.16%	28
2019 Q4	$10M	Buy	182,830 +60,089	+49%	+$3.17M	1.78%	18
2019 Q3	$6.3M	Buy	122,741 +37,965	+45%	+$1.92M	1.21%	22
2019 Q2	$4.36M	Buy	84,776 +80,329	+1,806%	+$4.09M	0.85%	25
2019 Q1	$224K	Buy	+4,447	New	+$221K	0.05%	60

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Lutz Financial Services's MDYV Position: Q2 2026 in Review

Lutz Financial Services increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.9% in Q2 2026, buying an estimated $2.16M and bringing the position to 829,586 shares worth $78.7M. The position accounts for 4.79% of the portfolio, ranked #6.

Lutz Financial Services first reported a position in MDYV in Q1 2019 and has held it in 30 quarters since. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Lutz Financial Services held 829,586 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $78.7M as of Q2 2026.
Lutz Financial Services bought 23,727 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $2.16M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 4.79% of Lutz Financial Services's portfolio in Q2 2026, its #6 holding.
Lutz Financial Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.