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

Pinnacle Wealth Planning Services’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 		$15.5K Hold
182
– – ﹤0.01% 1813
2025
Q4 		$15.4K Buy
+182
New +$15.2K ﹤0.01% 1837

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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 $3.64B AUM 14.73% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Pinnacle Wealth Planning Services's MDYV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 182 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Pinnacle Wealth Planning Services first reported a position in MDYV in Q4 2025 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Pinnacle Wealth Planning Services held 182 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $15.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1813 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 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 Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.