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 Q2	$740K	Buy	+7,804	New	+$710K	0.24%	76

Other funds holding MDYV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 7,804 shares worth $740K. The stake represents 0.24% of the portfolio and ranks #76 among its holdings.

249 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Mosley Wealth Management held 7,804 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $740K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Mosley Wealth Management position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.24% of Mosley Wealth Management's portfolio in Q2 2026, its #76 holding.
249 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.