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

Meridian 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	$540K	Hold	5,691	–	–	0.02%	529
2026 Q1	$485K	Buy	5,691 +87	+2%	+$7.67K	0.02%	523
2025 Q4	$474K	Buy	5,604 +25	+0.4%	+$2.09K	0.02%	510
2025 Q3	$465K	Hold	5,579	–	–	0.02%	497
2025 Q2	$443K	Sell	5,579 -148	-3%	-$11.2K	0.02%	476
2025 Q1	$441K	Sell	5,727 -3	-0.1%	-$242	0.02%	432
2024 Q4	$460K	Buy	5,730 +59	+1%	+$4.85K	0.02%	428
2024 Q3	$451K	Hold	5,671	–	–	0.02%	424
2024 Q2	$414K	Buy	+5,671	New	+$416K	0.05%	197
2024 Q1	–	Sell	-5,856	Closed	-$430K	–	372
2023 Q4	$430K	Hold	5,856	–	–	0.03%	418
2023 Q3	$380K	Buy	5,856 +593	+11%	+$40.7K	0.02%	419
2023 Q2	$362K	Buy	5,263 +400	+8%	+$26.1K	0.03%	391
2023 Q1	$321K	Buy	4,863 +295	+6%	+$20.3K	0.03%	412
2022 Q4	$296K	Hold	4,568	–	–	0.03%	416
2022 Q3	$264K	Sell	4,568 -294	-6%	-$18.8K	0.03%	391
2022 Q2	$294K	Buy	+4,862	New	+$319K	0.02%	439

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

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

Meridian Wealth Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 5,691 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #529.

Meridian Wealth Management first reported a position in MDYV in Q2 2022 and has held it in 16 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Meridian Wealth Management held 5,691 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $540K as of Q2 2026.
Meridian Wealth Management 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 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #529 holding.
Meridian Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.