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

Private 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	$10.5M	Sell	110,488 -6,428	-5%	-$585K	2.43%	13
2026 Q1	$9.96M	Sell	116,916 -6,082	-5%	-$536K	2.61%	13
2025 Q4	$10.4M	Sell	122,998 -6,067	-5%	-$508K	2.78%	13
2025 Q3	$10.8M	Sell	129,065 -3,295	-2%	-$271K	2.96%	13
2025 Q2	$10.5M	Sell	132,360 -1,306	-1%	-$98.9K	3.49%	10
2025 Q1	$10.3M	Sell	133,666 -59	-0%	-$4.75K	3.8%	9
2024 Q4	$10.7M	Sell	133,725 -9,071	-6%	-$745K	4.11%	8
2024 Q3	$11.3M	Sell	142,796 -997	-0.7%	-$76.2K	4.48%	9
2024 Q2	$10.5M	Sell	143,793 -1,059	-0.7%	-$77.7K	4.54%	8
2024 Q1	$11M	Buy	144,852 +4,497	+3%	+$326K	4.99%	6
2023 Q4	$10.3M	Buy	+140,355	New	+$9.28M	5.06%	5

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

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

Private Wealth Management Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 5.5% in Q2 2026, selling an estimated $585K and leaving 110,488 shares worth $10.5M. The position accounts for 2.43% of the portfolio, ranked #13.

Private Wealth Management Group first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q3 2024. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Private Wealth Management Group held 110,488 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $10.5M as of Q2 2026.
Private Wealth Management Group sold 6,428 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $585K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 2.43% of Private Wealth Management Group's portfolio in Q2 2026, its #13 holding.
Private Wealth Management Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $11.3M in Q3 2024.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.