MONECO Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

MONECO Advisors’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	$12.2M	Buy	128,203 +10,251	+9%	+$933K	0.74%	28
2026 Q1	$10M	Buy	117,952 +28,618	+32%	+$2.52M	0.78%	26
2025 Q4	$7.56M	Buy	89,334 +30,421	+52%	+$2.55M	0.6%	36
2025 Q3	$4.91M	Buy	58,913 +15,464	+36%	+$1.27M	0.41%	48
2025 Q2	$3.45M	Buy	43,449 +7,354	+20%	+$557K	0.32%	61
2025 Q1	$2.78M	Buy	36,095 +14,575	+68%	+$1.17M	0.29%	80
2024 Q4	$1.73M	Buy	21,520 +8,048	+60%	+$661K	0.18%	119
2024 Q3	$1.07M	Buy	13,472 +82	+0.6%	+$6.26K	0.13%	151
2024 Q2	$977K	Sell	13,390 -682	-5%	-$50.1K	0.14%	148
2024 Q1	$1.07M	Buy	14,072 +1,063	+8%	+$77K	0.17%	142
2023 Q4	$955K	Buy	13,009 +55	+0.4%	+$3.64K	0.18%	138
2023 Q3	$840K	Buy	12,954 +584	+5%	+$40.1K	0.23%	111
2023 Q2	$851K	Buy	12,370 +5,626	+83%	+$368K	0.23%	111
2023 Q1	$446K	Buy	+6,744	New	+$463K	0.13%	177

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

MONECO Advisors's MDYV Position: Q2 2026 in Review

MONECO Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 8.7% in Q2 2026, buying an estimated $933K and bringing the position to 128,203 shares worth $12.2M. The position accounts for 0.74% of the portfolio, ranked #28.

MONECO Advisors first reported a position in MDYV in Q1 2023 and has held it in 14 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

MONECO Advisors held 128,203 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $12.2M as of Q2 2026.
MONECO Advisors bought 10,251 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $933K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.74% of MONECO Advisors's portfolio in Q2 2026, its #28 holding.
MONECO Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2023 and has held it in 14 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 MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.