Orin Green Financial’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Orin Green Financial’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	$494K	Sell	5,213 -391	-7%	-$35.6K	0.18%	58
2026 Q1	$477K	Sell	5,604 -31	-0.6%	-$2.73K	0.2%	56
2025 Q4	$477K	Hold	5,635	–	–	0.19%	54
2025 Q3	$470K	Sell	5,635 -206	-4%	-$17K	0.19%	56
2025 Q2	$464K	Sell	5,841 -51	-0.9%	-$3.86K	0.2%	58
2025 Q1	$413K	Buy	+5,892	New	+$475K	0.19%	57
2024 Q4	–	Sell	-6,443	Closed	-$529K	–	53
2024 Q3	$512K	Hold	6,443	–	–	0.22%	52
2024 Q2	$470K	Buy	+6,443	New	+$473K	0.22%	52
2024 Q1	–	Sell	-6,621	Closed	-$479K	–	48
2023 Q4	$486K	Sell	6,621 -879	-12%	-$58.1K	0.24%	49
2023 Q3	$486K	Sell	7,500 -17	-0.2%	-$1.17K	0.27%	44
2023 Q2	$517K	Sell	7,517 -165	-2%	-$10.8K	0.27%	44
2023 Q1	$508K	Sell	7,682 -46	-0.6%	-$3.16K	0.27%	45
2022 Q4	$500K	Sell	7,728 -287	-4%	-$18.4K	0.29%	43
2022 Q3	$462K	Hold	8,015	–	–	0.3%	44
2022 Q2	$486K	Sell	8,015 -348	-4%	-$22.8K	0.3%	45
2022 Q1	$589K	Hold	8,363	–	–	0.38%	41
2021 Q4	$579K	Buy	8,363 +202	+2%	+$14.1K	0.42%	38
2021 Q3	$541K	Sell	8,161 -244	-3%	-$16.4K	0.38%	43
2021 Q2	$568K	Sell	8,405 -448	-5%	-$30.7K	0.4%	42
2021 Q1	$579K	Sell	8,853 -874	-9%	-$53.6K	0.47%	36
2020 Q4	$540K	Buy	+9,727	New	+$491K	0.43%	38

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

Orin Green Financial's MDYV Position: Q2 2026 in Review

Orin Green Financial reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 7% in Q2 2026, selling an estimated $35.6K and leaving 5,213 shares worth $494K. The position accounts for 0.18% of the portfolio, ranked #58.

Orin Green Financial first reported a position in MDYV in Q4 2020 and has held it in 21 quarters since. The position peaked at $589K in Q1 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Orin Green Financial held 5,213 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $494K as of Q2 2026.
Orin Green Financial sold 391 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $35.6K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.18% of Orin Green Financial's portfolio in Q2 2026, its #58 holding.
Orin Green Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 21 quarters since.
Orin Green Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $589K in Q1 2022.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.