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

PDS Planning’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 		$236K Buy
2,485
+11
+0.4% +$1K 0.01% 516
2026
Q1 		$211K Buy
2,474
+3
+0.1% +$264 0.01% 508
2025
Q4 		$209K Buy
2,471
+3
+0.1% +$251 0.01% 504
2025
Q3 		$206K Buy
+2,468
New +$203K 0.01% 492

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

PDS Planning's MDYV Position: Q2 2026 in Review

PDS Planning increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.44% in Q2 2026, buying an estimated $1K and bringing the position to 2,485 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #516.

PDS Planning first reported a position in MDYV in Q3 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • PDS Planning held 2,485 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $236K as of Q2 2026.
  • PDS Planning bought 11 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $1K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #516 holding.
  • PDS Planning first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2025 and has held it in 4 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 PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.