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

McNaughton 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	$206K	Hold	2,323	–	–	0.07%	75
2026 Q2	$220K	Buy	+2,323	New	+$211K	0.08%	71
2020 Q2	–	Sell	-10,626	Closed	-$375K	–	51
2020 Q1	$375K	Sell	10,626 -9,054	-46%	-$437K	0.4%	35
2019 Q4	$1.08M	Buy	+19,680	New	+$1.04M	1%	27

Other funds holding MDYV

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

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

McNaughton Wealth Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q3 2026 at 2,323 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #75.

McNaughton Wealth Management first reported a position in MDYV in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2019. 276 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

McNaughton Wealth Management held 2,323 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $206K as of Q3 2026.
McNaughton Wealth Management left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q3 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.07% of McNaughton Wealth Management's portfolio in Q3 2026, its #75 holding.
McNaughton Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 4 quarters since.
McNaughton Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.08M in Q4 2019.
276 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.