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 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

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

Milestone Asset Management Group's MDYV Position: Q2 2026 in Review

Milestone Asset Management Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.44% in Q2 2026, buying an estimated $4.64K and bringing the position to 11,765 shares worth $1.12M. The position accounts for 0.56% of the portfolio, ranked #47.

Milestone Asset Management Group first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Milestone Asset Management Group held 11,765 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.12M as of Q2 2026.
Milestone Asset Management Group bought 51 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $4.64K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.56% of Milestone Asset Management Group's portfolio in Q2 2026, its #47 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 7 quarters since.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.