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

Pinnacle Bancorp’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 		$37.2K Hold
392
– – 0.01% 514
2026
Q1 		$33.4K Sell
392
-55
-12% -$4.85K 0.01% 514
2025
Q4 		$37.8K Sell
447
-83
-16% -$6.95K 0.01% 479
2025
Q3 		$44.2K Sell
530
-251
-32% -$20.7K 0.01% 465
2025
Q2 		$62K Sell
781
-729
-48% -$55.2K 0.02% 390
2025
Q1 		$116K Sell
1,510
-109
-7% -$8.78K 0.04% 291
2024
Q4 		$130K Buy
1,619
+782
+93% +$64.2K 0.04% 272
2024
Q3 		$66.5K Sell
837
-56
-6% -$4.28K 0.02% 371
2024
Q2 		$65.1K Buy
893
+694
+349% +$50.9K 0.02% 353
2024
Q1 		$15.1K Sell
199
-8
-4% -$579 ﹤0.01% 595
2023
Q4 		$15.2K Sell
207
-1,456
-88% -$96.3K 0.01% 575
2023
Q3 		$108K Buy
1,663
+817
+97% +$56.1K 0.04% 247
2023
Q2 		$58.2K Buy
846
+547
+183% +$35.7K 0.02% 347
2023
Q1 		$19.8K Sell
299
-44
-13% -$3.02K 0.01% 499
2022
Q4 		$22K Hold
343
– – 0.01% 464
2022
Q3 		$20K Hold
343
– – 0.01% 454
2022
Q2 		$21K Buy
343
+110
+47% +$7.21K 0.01% 444
2022
Q1 		$16K Buy
+233
New +$16.1K 0.01% 513
2020
Q3 		– Sell
-568
Closed -$24K – 690
2020
Q2 		$24K Buy
568
+222
+64% +$8.94K 0.02% 398
2020
Q1 		$12K Buy
+346
New +$16.7K 0.01% 470

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

Pinnacle Bancorp's MDYV Position: Q2 2026 in Review

Pinnacle Bancorp held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 392 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #514.

Pinnacle Bancorp first reported a position in MDYV in Q1 2020 and has held it in 20 quarters since. The position peaked at $130K in Q4 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Pinnacle Bancorp held 392 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $37.2K as of Q2 2026.
  • Pinnacle Bancorp left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #514 holding.
  • Pinnacle Bancorp first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2020 and has held it in 20 quarters since.
  • Pinnacle Bancorp's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $130K in Q4 2024.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.