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

Modera 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	$3.54M	Hold	37,362	–	–	0.04%	217
2026 Q1	$3.18M	Sell	37,362 -13,256	-26%	-$1.17M	0.04%	216
2025 Q4	$4.28M	Buy	50,618 +60	+0.1%	+$5.02K	0.05%	198
2025 Q3	$4.22M	Buy	50,558 +63	+0.1%	+$5.19K	0.05%	199
2025 Q2	$4.01M	Buy	50,495 +69	+0.1%	+$5.22K	0.05%	200
2025 Q1	$3.89M	Buy	50,426 +41	+0.1%	+$3.3K	0.05%	196
2024 Q4	$4.04M	Buy	+50,385	New	+$4.14M	0.05%	196

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

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

Modera Wealth Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 37,362 shares worth $3.54M. The position accounts for 0.04% of the portfolio, ranked #217.

Modera Wealth Management first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.28M in Q4 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Modera Wealth Management held 37,362 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $3.54M as of Q2 2026.
Modera 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 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #217 holding.
Modera Wealth Management 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.
Modera Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.28M in Q4 2025.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.