May Barnhard Investments’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

May Barnhard Investments’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	$5.68M	Sell	59,899 -2,859	-5%	-$260K	2.3%	16
2026 Q1	$5.34M	Sell	62,758 -5,054	-7%	-$446K	2.59%	12
2025 Q4	$5.74M	Sell	67,812 -2,276	-3%	-$191K	2.71%	11
2025 Q3	$5.85M	Sell	70,088 -846	-1%	-$69.7K	2.71%	10
2025 Q2	$5.63M	Sell	70,934 -3,327	-4%	-$252K	2.63%	10
2025 Q1	$5.72M	Sell	74,261 -5,033	-6%	-$405K	2.86%	9
2024 Q4	$6.36M	Sell	79,294 -205	-0.3%	-$16.8K	3.03%	8
2024 Q3	$6.32M	Buy	79,499 +3,561	+5%	+$272K	3.09%	8
2024 Q2	$5.54M	Sell	75,938 -3,207	-4%	-$235K	2.86%	10
2024 Q1	$6.02M	Buy	79,145 +1,257	+2%	+$91K	3.01%	12
2023 Q4	$5.72M	Buy	+77,888	New	+$5.15M	2.94%	11

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

May Barnhard Investments's MDYV Position: Q2 2026 in Review

May Barnhard Investments reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.6% in Q2 2026, selling an estimated $260K and leaving 59,899 shares worth $5.68M. The position accounts for 2.3% of the portfolio, ranked #16.

May Barnhard Investments first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.36M in Q4 2024. 182 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

May Barnhard Investments held 59,899 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $5.68M as of Q2 2026.
May Barnhard Investments sold 2,859 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $260K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 2.3% of May Barnhard Investments's portfolio in Q2 2026, its #16 holding.
May Barnhard Investments 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.
May Barnhard Investments's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6.36M in Q4 2024.
182 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.