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

Merit Financial 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	$1.79M	Sell	18,908 -1,067	-5%	-$97.1K	0.01%	796
2026 Q1	$1.7M	Sell	19,975 -1,424	-7%	-$126K	0.01%	743
2025 Q4	$1.81M	Sell	21,399 -995	-4%	-$83.3K	0.01%	685
2025 Q3	$1.87M	Sell	22,394 -1,320	-6%	-$109K	0.02%	604
2025 Q2	$1.88M	Sell	23,714 -1,583	-6%	-$120K	0.02%	546
2025 Q1	$1.95M	Sell	25,297 -31,442	-55%	-$2.53M	0.03%	425
2024 Q4	$4.55M	Sell	56,739 -1,563	-3%	-$128K	0.08%	203
2024 Q3	$4.63M	Buy	+58,302	New	+$4.45M	0.1%	153

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

Merit Financial Group's MDYV Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 5.3% in Q2 2026, selling an estimated $97.1K and leaving 18,908 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #796.

Merit Financial Group first reported a position in MDYV in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.63M in Q3 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Merit Financial Group held 18,908 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.79M as of Q2 2026.
Merit Financial Group sold 1,067 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $97.1K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #796 holding.
Merit Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Merit Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.63M in Q3 2024.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.