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

Provenance Wealth Advisors’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 		$9.48K Hold
100
– – ﹤0.01% 352
2026
Q1 		$8.52K Hold
100
– – ﹤0.01% 319
2025
Q4 		$8.46K Hold
100
– – ﹤0.01% 314
2025
Q3 		$8.34K Hold
100
– – ﹤0.01% 335
2025
Q2 		$7.94K Hold
100
– – ﹤0.01% 321
2025
Q1 		$7.71K Buy
+100
New +$8.05K ﹤0.01% 328

Other funds holding MDYV

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

Provenance Wealth Advisors's MDYV Position: Q2 2026 in Review

Provenance Wealth Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 100 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Provenance Wealth Advisors first reported a position in MDYV in Q1 2025 and has held it in 6 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Provenance Wealth Advisors held 100 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $9.48K as of Q2 2026.
  • Provenance Wealth Advisors left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #352 holding.
  • Provenance Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.