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

PFG Advisors’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 		$543K Sell
5,728
-362
-6% -$32.9K 0.03% 507
2026
Q1 		$519K Sell
6,090
-81
-1% -$7.14K 0.03% 535
2025
Q4 		$522K Sell
6,171
-169
-3% -$14.1K 0.03% 522
2025
Q3 		$529K Sell
6,340
-263
-4% -$21.7K 0.02% 551
2025
Q2 		$524K Sell
6,603
-365
-5% -$27.6K 0.02% 419
2025
Q1 		$537K Sell
6,968
-223
-3% -$18K 0.03% 453
2024
Q4 		$577K Buy
7,191
+264
+4% +$21.7K 0.04% 433
2024
Q3 		$550K Sell
6,927
-204
-3% -$15.6K 0.03% 419
2024
Q2 		$520K Sell
7,131
-334
-4% -$24.5K 0.04% 412
2024
Q1 		$567K Sell
7,465
-608
-8% -$44K 0.04% 368
2023
Q4 		$592K Buy
8,073
+162
+2% +$10.7K 0.05% 337
2023
Q3 		$513K Sell
7,911
-1,447
-15% -$99.3K 0.05% 351
2023
Q2 		$644K Buy
9,358
+857
+10% +$56K 0.05% 364
2023
Q1 		$562K Buy
8,501
+2,202
+35% +$151K 0.05% 365
2022
Q4 		$408K Buy
6,299
+1,700
+37% +$109K 0.04% 397
2022
Q3 		$266K Buy
4,599
+858
+23% +$54.7K 0.03% 438
2022
Q2 		$226K Sell
3,741
-68
-2% -$4.46K 0.03% 350
2022
Q1 		$268K Sell
3,809
-79
-2% -$5.47K 0.03% 352
2021
Q4 		$276K Buy
3,888
+523
+16% +$36.6K 0.03% 452
2021
Q3 		$223K Buy
3,365
+278
+9% +$18.7K 0.02% 475
2021
Q2 		$208K Buy
+3,087
New +$212K 0.02% 460
2020
Q1 		– Sell
-4,851
Closed -$263K – 315
2019
Q4 		$263K Sell
4,851
-1,079
-18% -$56.9K 0.06% 258
2019
Q3 		$293K Buy
5,930
+1,760
+42% +$88.9K 0.08% 243
2019
Q2 		$218K Buy
+4,170
New +$212K 0.06% 287

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

PFG Advisors's MDYV Position: Q2 2026 in Review

PFG Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 5.9% in Q2 2026, selling an estimated $32.9K and leaving 5,728 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #507.

PFG Advisors first reported a position in MDYV in Q2 2019 and has held it in 24 quarters since. The position peaked at $644K in Q2 2023. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • PFG Advisors held 5,728 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $543K as of Q2 2026.
  • PFG Advisors sold 362 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $32.9K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of PFG Advisors's portfolio in Q2 2026, its #507 holding.
  • PFG Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2019 and has held it in 24 quarters since.
  • PFG Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $644K in Q2 2023.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.