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

Mosley 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 Q3	$814K	Buy	8,940 +1,136	+15%	+$107K	0.24%	78
2026 Q2	$740K	Buy	+7,804	New	+$710K	0.24%	76

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

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

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

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Mosley Wealth Management's MDYV Position: Q3 2026 in Review

Mosley Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 15% in Q3 2026, buying an estimated $107K and bringing the position to 8,940 shares worth $814K. The position accounts for 0.24% of the portfolio, ranked #78.

Mosley Wealth Management first reported a position in MDYV in Q2 2026 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Mosley Wealth Management held 8,940 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $814K as of Q3 2026.
Mosley Wealth Management bought 1,136 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $107K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.24% of Mosley Wealth Management's portfolio in Q3 2026, its #78 holding.
Mosley Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
237 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.