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

Pure Financial 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	$1.37M	Buy	14,433 +9	+0.1%	+$819	0.02%	216
2026 Q1	$1.23M	Buy	14,424 +150	+1%	+$13.2K	0.02%	202
2025 Q4	$1.21M	Sell	14,274 -879	-6%	-$73.6K	0.02%	199
2025 Q3	$1.26M	Sell	15,153 -194	-1%	-$16K	0.02%	188
2025 Q2	$1.22M	Sell	15,347 -1,327	-8%	-$100K	0.02%	185
2025 Q1	$1.28M	Sell	16,674 -598	-3%	-$48.2K	0.03%	157
2024 Q4	$1.39M	Sell	17,272 -393	-2%	-$32.3K	0.03%	145
2024 Q3	$1.4M	Sell	17,665 -572	-3%	-$43.7K	0.03%	133
2024 Q2	$1.33M	Sell	18,237 -19	-0.1%	-$1.4K	0.04%	131
2024 Q1	$1.39M	Buy	18,256 +549	+3%	+$39.8K	0.04%	130
2023 Q4	$1.3M	Sell	17,707 -131	-0.7%	-$8.66K	0.04%	126
2023 Q3	$1.16M	Sell	17,838 -1,305	-7%	-$89.6K	0.05%	119
2023 Q2	$1.32M	Sell	19,143 -389	-2%	-$25.4K	0.06%	113
2023 Q1	$1.29M	Sell	19,532 -493	-2%	-$33.8K	0.06%	109
2022 Q4	$1.3M	Buy	20,025 +143	+0.7%	+$9.18K	0.07%	105
2022 Q3	$1.15M	Sell	19,882 -596	-3%	-$38K	0.07%	105
2022 Q2	$1.24M	Buy	20,478 +40	+0.2%	+$2.62K	0.08%	103
2022 Q1	$1.44M	Sell	20,438 -884	-4%	-$61.3K	0.07%	94
2021 Q4	$1.52M	Sell	21,322 -1,412	-6%	-$98.8K	0.08%	86
2021 Q3	$1.51M	Sell	22,734 -99	-0.4%	-$6.67K	0.12%	81
2021 Q2	$1.54M	Sell	22,833 -1,220	-5%	-$83.7K	0.13%	84
2021 Q1	$1.57M	Sell	24,053 -3,078	-11%	-$189K	0.16%	74
2020 Q4	$1.51M	Buy	27,131 +76	+0.3%	+$3.84K	0.18%	75
2020 Q3	$1.17M	Buy	27,055 +186	+0.7%	+$8.24K	0.17%	70
2020 Q2	$1.15M	Sell	26,869 -2,766	-9%	-$111K	0.18%	66
2020 Q1	$1.04M	Sell	29,635 -24,118	-45%	-$1.16M	0.18%	62
2019 Q4	$2.94M	Sell	53,753 -1,063	-2%	-$56.1K	0.5%	41
2019 Q3	$2.81M	Sell	54,816 -3,628	-6%	-$183K	0.51%	41
2019 Q2	$3M	Sell	58,444 -3,837	-6%	-$196K	0.54%	42
2019 Q1	$3.14M	Sell	62,281 -2,997	-5%	-$149K	0.59%	40
2018 Q4	$2.9M	Buy	65,278 +34,865	+115%	+$1.71M	0.59%	41
2018 Q3	$1.63M	Buy	+30,413	New	+$1.63M	0.36%	45
2017 Q4	–	Sell	-13,094	Closed	-$648K	–	62
2017 Q3	$648K	Buy	13,094 +1,254	+11%	+$60.3K	0.17%	55
2017 Q2	$570K	Buy	11,840 +1,622	+16%	+$77.7K	0.15%	65
2017 Q1	$492K	Buy	10,218 +1,926	+23%	+$92.6K	0.14%	65
2016 Q4	$390K	Buy	8,292 +294	+4%	+$13.2K	0.12%	71
2016 Q3	$345K	Buy	7,998 +872	+12%	+$37.4K	0.11%	74
2016 Q2	$295K	Sell	7,126 -198	-3%	-$8.08K	0.1%	78
2016 Q1	$295K	Buy	+7,324	New	+$269K	0.11%	81

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

Pure Financial Advisors's MDYV Position: Q2 2026 in Review

Pure Financial Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.06% in Q2 2026, buying an estimated $819 and bringing the position to 14,433 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #216.

Pure Financial Advisors first reported a position in MDYV in Q1 2016 and has held it in 39 quarters since. The position peaked at $3.14M in Q1 2019. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Pure Financial Advisors held 14,433 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.37M as of Q2 2026.
Pure Financial Advisors bought 9 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $819.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #216 holding.
Pure Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2016 and has held it in 39 quarters since.
Pure Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.14M in Q1 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 Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.