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 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 $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

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

MSRI

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

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

McNaughton Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 2,323 shares worth $220K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings. This is a return to the name: McNaughton Wealth Management previously reported a position in MDYV as recently as Q1 2020.

McNaughton Wealth Management first reported a position in MDYV in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2019. 163 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

McNaughton Wealth Management held 2,323 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $220K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new McNaughton Wealth Management position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.08% of McNaughton Wealth Management's portfolio in Q2 2026, its #71 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 3 quarters since.
McNaughton Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.08M in Q4 2019.
163 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.