MGO One Seven’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

MGO One Seven’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	18,859 -731	-4%	-$66.5K	0.03%	527
2026 Q1	$1.67M	Buy	19,590 +135	+0.7%	+$11.9K	0.03%	501
2025 Q4	$1.65M	Sell	19,455 -75	-0.4%	-$6.28K	0.03%	481
2025 Q3	$1.63M	Buy	19,530 +170	+0.9%	+$14K	0.04%	450
2025 Q2	$1.54M	Sell	19,360 -464	-2%	-$35.1K	0.05%	392
2025 Q1	$1.53M	Buy	19,824 +856	+5%	+$68.9K	0.06%	334
2024 Q4	$1.52M	Buy	18,968 +1,008	+6%	+$82.8K	0.06%	329
2024 Q3	$1.43M	Sell	17,960 -2,407	-12%	-$184K	0.06%	317
2024 Q2	$1.49M	Buy	20,367 +6,096	+43%	+$447K	0.07%	281
2024 Q1	$1.08M	Buy	14,271 +412	+3%	+$29.8K	0.06%	330
2023 Q4	$1.02M	Buy	13,859 +854	+7%	+$56.5K	0.06%	325
2023 Q3	$843K	Buy	13,005 +707	+6%	+$48.5K	0.06%	310
2023 Q2	$846K	Buy	12,298 +1,395	+13%	+$91.2K	0.08%	280
2023 Q1	$720K	Buy	10,903 +295	+3%	+$20.3K	0.05%	373
2022 Q4	$687K	Buy	10,608 +3,013	+40%	+$193K	0.07%	307
2022 Q3	$439K	Buy	7,595 +4	+0.1%	+$255	0.02%	418
2022 Q2	$459K	Sell	7,591 -196	-3%	-$12.8K	0.06%	342
2022 Q1	$548K	Sell	7,787 -297	-4%	-$20.6K	0.06%	343
2021 Q4	$575K	Buy	+8,084	New	+$565K	0.06%	340

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

MGO One Seven's MDYV Position: Q2 2026 in Review

MGO One Seven reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.7% in Q2 2026, selling an estimated $66.5K and leaving 18,859 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #527.

MGO One Seven first reported a position in MDYV in Q4 2021 and has held it in 19 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

MGO One Seven held 18,859 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.79M as of Q2 2026.
MGO One Seven sold 731 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $66.5K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of MGO One Seven's portfolio in Q2 2026, its #527 holding.
MGO One Seven 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.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.