Princeton Global Asset Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Princeton Global Asset Management’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	$28.1K	Buy	296 +2	+0.7%	+$182	﹤0.01%	435
2026 Q1	$25.1K	Sell	294 -36	-11%	-$3.17K	﹤0.01%	453
2025 Q4	$28K	Buy	330 +1	+0.3%	+$84	﹤0.01%	431
2025 Q3	$27.4K	Buy	329 +2	+0.6%	+$165	﹤0.01%	407
2025 Q2	$26K	Buy	327 +1	+0.3%	+$76	﹤0.01%	399
2025 Q1	$25.1K	Sell	326 -126	-28%	-$10.1K	0.01%	371
2024 Q4	$36.3K	Buy	452 +2	+0.4%	+$164	0.01%	358
2024 Q3	$35.7K	Buy	450 +2	+0.4%	+$153	0.01%	357
2024 Q2	$32.7K	Buy	448 +3	+0.7%	+$220	0.01%	339
2024 Q1	$33.8K	Buy	445 +1	+0.2%	+$72	0.01%	309
2023 Q4	$32.6K	Buy	444 +2	+0.5%	+$132	0.01%	309
2023 Q3	$28.7K	Sell	442 -38	-8%	-$2.61K	0.01%	300
2023 Q2	$33K	Buy	480 +2	+0.4%	+$131	0.01%	290
2023 Q1	$31.6K	Buy	478 +2	+0.4%	+$137	0.01%	299
2022 Q4	$31K	Buy	476 +3	+0.6%	+$193	0.01%	285
2022 Q3	$27K	Buy	473 +2	+0.4%	+$128	0.01%	292
2022 Q2	$28K	Buy	471 +3	+0.6%	+$197	0.01%	303
2022 Q1	$33K	Buy	468 +1	+0.2%	+$69	0.01%	306
2021 Q4	$33K	Buy	467 +3	+0.6%	+$210	0.01%	294
2021 Q3	$31K	Buy	464 +2	+0.4%	+$135	0.01%	300
2021 Q2	$31K	Buy	462 +1	+0.2%	+$69	0.01%	298
2021 Q1	$30K	Buy	461 +2	+0.4%	+$123	0.01%	286
2020 Q4	$25K	Buy	459 +2	+0.4%	+$101	0.01%	309
2020 Q3	$20K	Buy	457 +2	+0.4%	+$89	0.01%	292
2020 Q2	$19K	Sell	455 -244	-35%	-$9.83K	0.01%	356
2020 Q1	$25K	Sell	699 -342	-33%	-$16.5K	0.01%	284
2019 Q4	$57K	Sell	1,041 -150	-13%	-$7.91K	0.02%	225
2019 Q3	$60K	Sell	1,191 -202	-15%	-$10.2K	0.03%	191
2019 Q2	$72K	Buy	1,393 +5	+0.4%	+$255	0.04%	189
2019 Q1	$69K	Sell	1,388 -228	-14%	-$11.3K	0.05%	174
2018 Q4	$72K	Buy	+1,616	New	+$79.4K	0.06%	147

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

Princeton Global Asset Management's MDYV Position: Q2 2026 in Review

Princeton Global Asset Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.68% in Q2 2026, buying an estimated $182 and bringing the position to 296 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Princeton Global Asset Management first reported a position in MDYV in Q4 2018 and has held it in 31 quarters since. The position peaked at $72K in Q2 2019. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Princeton Global Asset Management held 296 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $28.1K as of Q2 2026.
Princeton Global Asset Management bought 2 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $182.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #435 holding.
Princeton Global Asset Management 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.
Princeton Global Asset Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $72K in Q2 2019.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.