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

Quadcap Wealth 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	$287K	Hold	3,031	–	–	0.03%	343
2026 Q1	$258K	Sell	3,031 -425	-12%	-$37.5K	0.03%	332
2025 Q4	$293K	Hold	3,456	–	–	0.03%	318
2025 Q3	$288K	Hold	3,456	–	–	0.03%	326
2025 Q2	$275K	Hold	3,456	–	–	0.03%	331
2025 Q1	$266K	Hold	3,456	–	–	0.04%	319
2024 Q4	$277K	Hold	3,456	–	–	0.04%	316
2024 Q3	$275K	Hold	3,456	–	–	0.04%	319
2024 Q2	$252K	Sell	3,456 -204	-6%	-$15K	0.05%	332
2024 Q1	$278K	Sell	3,660 -1,651	-31%	-$120K	0.06%	278
2023 Q4	$390K	Buy	+5,311	New	+$351K	0.1%	234

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

Quadcap Wealth Management's MDYV Position: Q2 2026 in Review

Quadcap Wealth Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 3,031 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #343.

Quadcap Wealth Management first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $390K in Q4 2023. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Quadcap Wealth Management held 3,031 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $287K as of Q2 2026.
Quadcap Wealth Management 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 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #343 holding.
Quadcap Wealth Management 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.
Quadcap Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $390K in Q4 2023.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.