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Onyx Bridge Wealth Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Onyx Bridge Wealth 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 		$945K Sell
9,967
-616
-6% -$56K 0.09% 160
2026
Q1 		$901K Sell
10,583
-748
-7% -$65.9K 0.1% 151
2025
Q4 		$959K Sell
11,331
-2,760
-20% -$231K 0.1% 144
2025
Q3 		$1.18M Buy
14,091
+9,820
+230% +$809K 0.13% 128
2025
Q2 		$339K Sell
4,271
-1,671
-28% -$127K 0.04% 213
2025
Q1 		$458K Sell
5,942
-343
-5% -$27.6K 0.07% 165
2024
Q4 		$504K Sell
6,285
-47
-0.7% -$3.86K 0.07% 155
2024
Q3 		$503K Sell
6,332
-302
-5% -$23.1K 0.08% 159
2024
Q2 		$484K Sell
6,634
-81
-1% -$5.95K 0.08% 152
2024
Q1 		$485K Buy
6,715
+20
+0.3% +$1.45K 0.09% 151
2023
Q4 		$491K Sell
6,695
-205
-3% -$13.6K 0.1% 133
2023
Q3 		$448K Buy
6,900
+24
+0.3% +$1.65K 0.1% 139
2023
Q2 		$473K Sell
6,876
-160
-2% -$10.5K 0.11% 128
2023
Q1 		$465K Buy
7,036
+21
+0.3% +$1.44K 0.19% 94
2022
Q4 		$470K Buy
+7,015
New +$450K 0.19% 81

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

Onyx Bridge Wealth Group's MDYV Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 5.8% in Q2 2026, selling an estimated $56K and leaving 9,967 shares worth $945K. The position accounts for 0.09% of the portfolio, ranked #160.

Onyx Bridge Wealth Group first reported a position in MDYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q3 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Onyx Bridge Wealth Group held 9,967 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $945K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 616 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $56K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.09% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #160 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.18M in Q3 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 Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.