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

Pinnacle Family 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 Q1	–	Sell	-12,815	Closed	-$1.08M	–	146
2025 Q4	$1.08M	Buy	+12,815	New	+$1.07M	0.48%	43
2024 Q4	–	Sell	-21,175	Closed	-$1.68M	–	121
2024 Q3	$1.68M	Buy	+21,175	New	+$1.62M	0.87%	35
2023 Q3	–	Sell	-3,357	Closed	-$231K	–	98
2023 Q2	$231K	Sell	3,357 -527	-14%	-$34.4K	0.12%	90
2023 Q1	$257K	Sell	3,884 -29,052	-88%	-$1.99M	0.16%	85
2022 Q4	$2.13M	Sell	32,936 -7,046	-18%	-$452K	1.52%	16
2022 Q3	$2.31M	Buy	39,982 +1,828	+5%	+$117K	2%	13
2022 Q2	$2.31M	Buy	38,154 +31,330	+459%	+$2.05M	1.88%	11
2022 Q1	$480K	Buy	+6,824	New	+$473K	0.26%	70
2017 Q2	–	Sell	-32,062	Closed	-$1.54M	–	77
2017 Q1	$1.54M	Buy	32,062 +13,906	+77%	+$669K	0.96%	22
2016 Q4	$852K	Buy	+18,156	New	+$814K	0.52%	40

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Pinnacle Family Advisors's MDYV Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 12,815 shares — an estimated $1.08M sold.

Pinnacle Family Advisors first reported a position in MDYV in Q4 2016 and held it in 10 quarters. The position peaked at $2.31M in Q3 2022. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Pinnacle Family Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 12,815 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $1.08M.
Pinnacle Family Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2016 and held it in 10 quarters.
Pinnacle Family Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.31M in Q3 2022.
376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.