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

Meridian Financial’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	$518K	Hold	5,463	–	–	0.25%	78
2026 Q1	$465K	Sell	5,463 -300	-5%	-$26.4K	0.25%	77
2025 Q4	$488K	Hold	5,763	–	–	0.27%	73
2025 Q3	$481K	Hold	5,763	–	–	0.27%	71
2025 Q2	$458K	Hold	5,763	–	–	0.3%	64
2025 Q1	$444K	Hold	5,763	–	–	0.31%	61
2024 Q4	$462K	Buy	5,763 +100	+2%	+$8.22K	0.32%	61
2024 Q3	$450K	Hold	5,663	–	–	0.3%	65
2024 Q2	$413K	Hold	5,663	–	–	0.3%	63
2024 Q1	$430K	Hold	5,663	–	–	0.32%	60
2023 Q4	$416K	Sell	5,663 -100	-2%	-$6.61K	0.33%	60
2023 Q3	$374K	Sell	5,763 -100	-2%	-$6.86K	0.35%	55
2023 Q2	$403K	Hold	5,863	–	–	0.36%	55
2023 Q1	$387K	Hold	5,863	–	–	0.38%	54
2022 Q4	$379K	Hold	5,863	–	–	0.4%	53
2022 Q3	$339K	Buy	5,863 +50	+0.9%	+$3.19K	0.39%	54
2022 Q2	$352K	Hold	5,813	–	–	0.4%	55
2022 Q1	$409K	Hold	5,813	–	–	0.42%	50
2021 Q4	$413K	Buy	+5,813	New	+$407K	0.39%	52

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

Meridian Financial's MDYV Position: Q2 2026 in Review

Meridian Financial held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 5,463 shares worth $518K. The position accounts for 0.25% of the portfolio, ranked #78.

Meridian Financial first reported a position in MDYV in Q4 2021 and has held it in 19 quarters since. 182 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Meridian Financial held 5,463 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $518K as of Q2 2026.
Meridian Financial left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.25% of Meridian Financial's portfolio in Q2 2026, its #78 holding.
Meridian Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
182 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.