Portside Wealth Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Portside Wealth Group’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	$1.11M	Buy	11,736 +1,818	+18%	+$165K	0.13%	171
2026 Q1	$845K	Sell	9,918 -1,140	-10%	-$101K	0.11%	186
2025 Q4	$936K	Buy	11,058 +1,232	+13%	+$103K	0.13%	179
2025 Q3	$820K	Buy	9,826 +233	+2%	+$19.2K	0.11%	188
2025 Q2	$762K	Sell	9,593 -198	-2%	-$15K	0.11%	192
2025 Q1	$754K	Buy	9,791 +537	+6%	+$43.2K	0.12%	182
2024 Q4	$742K	Buy	9,254 +761	+9%	+$62.5K	0.12%	176
2024 Q3	$675K	Sell	8,493 -35	-0.4%	-$2.67K	0.12%	184
2024 Q2	$622K	Sell	8,528 -32,008	-79%	-$2.35M	0.12%	179
2024 Q1	$3.08M	Buy	40,536 +2,233	+6%	+$162K	0.57%	45
2023 Q4	$2.81M	Buy	38,303 +1,651	+5%	+$109K	0.52%	49
2023 Q3	$2.37M	Buy	36,652 +1,120	+3%	+$76.9K	0.45%	63
2023 Q2	$2.44M	Buy	+35,532	New	+$2.32M	0.45%	59

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Portside Wealth Group's MDYV Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 18% in Q2 2026, buying an estimated $165K and bringing the position to 11,736 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #171.

Portside Wealth Group first reported a position in MDYV in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.08M in Q1 2024. 92 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Portside Wealth Group held 11,736 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.11M as of Q2 2026.
Portside Wealth Group bought 1,818 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $165K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.13% of Portside Wealth Group's portfolio in Q2 2026, its #171 holding.
Portside Wealth Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.08M in Q1 2024.
92 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.