Measured Wealth Private Client Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Measured Wealth Private Client Group’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	$380K	Sell	4,008 -84	-2%	-$7.64K	0.09%	130
2026 Q1	$348K	Sell	4,092 -91	-2%	-$8.02K	0.1%	128
2025 Q4	$354K	Buy	4,183 +197	+5%	+$16.5K	0.09%	129
2025 Q3	$332K	Buy	3,986 +2	+0.1%	+$165	0.09%	130
2025 Q2	$316K	Sell	3,984 -2	-0.1%	-$151	0.09%	139
2025 Q1	$307K	Sell	3,986 -3	-0.1%	-$242	0.1%	131
2024 Q4	$320K	Sell	3,989 -38	-0.9%	-$3.12K	0.1%	130
2024 Q3	$320K	Sell	4,027 -8,202	-67%	-$627K	0.11%	131
2024 Q2	$892K	Sell	12,229 -1,573	-11%	-$115K	0.31%	44
2024 Q1	$1.05M	Sell	13,802 -3,152	-19%	-$228K	0.37%	37
2023 Q4	$1.24M	Sell	16,954 -1,429	-8%	-$94.5K	0.46%	27
2023 Q3	$1.19M	Buy	18,383 +90	+0.5%	+$6.18K	0.48%	29
2023 Q2	$1.26M	Buy	18,293 +45	+0.2%	+$2.94K	0.48%	26
2023 Q1	$1.21M	Sell	18,248 -271	-1%	-$18.6K	0.46%	31
2022 Q4	$1.2M	Buy	18,519 +1,135	+7%	+$72.8K	0.49%	29
2022 Q3	$1M	Sell	17,384 -320	-2%	-$20.4K	0.44%	33
2022 Q2	$1.07M	Sell	17,704 -3,701	-17%	-$242K	0.47%	29
2022 Q1	$1.51M	Sell	21,405 -3,293	-13%	-$228K	0.55%	23
2021 Q4	$1.76M	Sell	24,698 -17,429	-41%	-$1.22M	0.62%	22
2021 Q3	$2.79M	Sell	42,127 -2,878	-6%	-$194K	1.07%	15
2021 Q2	$3.04M	Buy	45,005 +470	+1%	+$32.2K	0.97%	17
2021 Q1	$2.91M	Buy	44,535 +9,542	+27%	+$585K	1.03%	17
2020 Q4	$1.94M	Buy	34,993 +1,521	+5%	+$76.8K	0.81%	21
2020 Q3	$1.45M	Buy	33,472 +5,055	+18%	+$224K	0.7%	21
2020 Q2	$1.21M	Buy	28,417 +7,535	+36%	+$304K	0.71%	21
2020 Q1	$736K	Buy	20,882 +6,235	+43%	+$301K	0.57%	27
2019 Q4	$802K	Buy	+14,647	New	+$773K	0.53%	26

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

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 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

Measured Wealth Private Client Group's MDYV Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.1% in Q2 2026, selling an estimated $7.64K and leaving 4,008 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #130.

Measured Wealth Private Client Group first reported a position in MDYV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.04M in Q2 2021. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Measured Wealth Private Client Group held 4,008 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $380K as of Q2 2026.
Measured Wealth Private Client Group sold 84 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $7.64K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.09% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #130 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
Measured Wealth Private Client Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.04M in Q2 2021.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.