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

Prestige Wealth Management 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	$9.05M	Buy	95,461 +716	+0.8%	+$65.1K	1.64%	12
2026 Q1	$8.07M	Sell	94,745 -2,304	-2%	-$203K	1.58%	15
2025 Q4	$8.22M	Buy	97,049 +305	+0.3%	+$25.5K	1.57%	15
2025 Q3	$8.07M	Sell	96,744 -2,392	-2%	-$197K	1.56%	16
2025 Q2	$7.87M	Buy	99,136 +2,079	+2%	+$157K	1.6%	16
2025 Q1	$7.48M	Buy	97,057 +17,028	+21%	+$1.37M	1.6%	13
2024 Q4	$6.42M	Buy	80,029 +27	+0%	+$2.22K	1.33%	20
2024 Q3	$6.36M	Sell	80,002 -896	-1%	-$68.4K	1.31%	17
2024 Q2	$5.9M	Sell	80,898 -2,707	-3%	-$199K	1.27%	20
2024 Q1	$6.35M	Buy	83,605 +9,600	+13%	+$695K	1.37%	18
2023 Q4	$5.43M	Sell	74,005 -170	-0.2%	-$11.2K	1.23%	17
2023 Q3	$4.81M	Sell	74,175 -1,830	-2%	-$126K	1.19%	17
2023 Q2	$5.23M	Sell	76,005 -785	-1%	-$51.3K	1.24%	16
2023 Q1	$5.07M	Sell	76,790 -1,401	-2%	-$96.2K	1.28%	17
2022 Q4	$5.06M	Buy	78,191 +593	+0.8%	+$38.1K	1.32%	18
2022 Q3	$4.49M	Buy	77,598 +556	+0.7%	+$35.5K	1.26%	19
2022 Q2	$4.66M	Buy	77,042 +1,504	+2%	+$98.5K	1.26%	19
2022 Q1	$5.32M	Buy	75,538 +1,839	+2%	+$127K	1.31%	18
2021 Q4	$5.24M	Sell	73,699 -9,047	-11%	-$633K	1.25%	15
2021 Q3	$5.48M	Buy	82,746 +2,021	+3%	+$136K	1.4%	15
2021 Q2	$5.45M	Sell	80,725 -1,883	-2%	-$129K	1.45%	15
2021 Q1	$5.41M	Sell	82,608 -2,307	-3%	-$142K	1.48%	15
2020 Q4	$4.71M	Buy	84,915 +40,315	+90%	+$2.03M	1.29%	16
2020 Q3	$1.94M	Buy	44,600 +43,254	+3,214%	+$1.92M	0.58%	25
2020 Q2	$57K	Sell	1,346 -11,456	-89%	-$461K	0.02%	208
2020 Q1	$451K	Sell	12,802 -793	-6%	-$38.2K	0.19%	55
2019 Q4	$744K	Buy	13,595 +28	+0.2%	+$1.48K	0.41%	40
2019 Q3	$697K	Sell	13,567 -540	-4%	-$27.3K	0.41%	39
2019 Q2	$725K	Sell	14,107 -6,065	-30%	-$309K	0.44%	36
2019 Q1	$1.02M	Sell	20,172 -318	-2%	-$15.8K	0.62%	27
2018 Q4	$909K	Buy	+20,490	New	+$1.01M	0.67%	29

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return

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 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

Prestige Wealth Management Group's MDYV Position: Q2 2026 in Review

Prestige Wealth Management Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.76% in Q2 2026, buying an estimated $65.1K and bringing the position to 95,461 shares worth $9.05M. The position accounts for 1.64% of the portfolio, ranked #12.

Prestige Wealth Management Group first reported a position in MDYV in Q4 2018 and has held it in 31 quarters since. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Prestige Wealth Management Group held 95,461 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $9.05M as of Q2 2026.
Prestige Wealth Management Group bought 716 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $65.1K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 1.64% of Prestige Wealth Management Group's portfolio in Q2 2026, its #12 holding.
Prestige Wealth Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.