Milestone Asset Management Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Milestone Asset Management 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 Q3	$1.09M	Buy	12,282 +517	+4%	+$48.7K	0.5%	50
2026 Q2	$1.12M	Buy	11,765 +51	+0.4%	+$4.64K	0.56%	47
2026 Q1	$997K	Buy	11,714 +159	+1%	+$14K	0.58%	46
2025 Q4	$978K	Buy	11,555 +927	+9%	+$77.6K	0.55%	48
2025 Q3	$886K	Buy	10,628 +320	+3%	+$26.4K	0.56%	49
2025 Q2	$819K	Buy	10,308 +30	+0.3%	+$2.27K	0.61%	45
2025 Q1	$792K	Buy	10,278 +188	+2%	+$15.1K	0.72%	42
2024 Q4	$809K	Buy	+10,090	New	+$829K	0.72%	42

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Milestone Asset Management Group's MDYV Position: Q3 2026 in Review

Milestone Asset Management Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.4% in Q3 2026, buying an estimated $48.7K and bringing the position to 12,282 shares worth $1.09M. The position accounts for 0.5% of the portfolio, ranked #50.

Milestone Asset Management Group first reported a position in MDYV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q2 2026. 310 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Milestone Asset Management Group held 12,282 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.09M as of Q3 2026.
Milestone Asset Management Group bought 517 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $48.7K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.5% of Milestone Asset Management Group's portfolio in Q3 2026, its #50 holding.
Milestone Asset Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Milestone Asset Management Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.12M in Q2 2026.
310 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.