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Retirement Planning Group (Kansas)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Retirement Planning Group (Kansas)’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 		$444K Buy
4,685
+1,481
+46% +$135K 0.01% 354
2026
Q1 		$273K Hold
3,204
– – 0.01% 417
2025
Q4 		$271K Hold
3,204
– – 0.01% 354
2025
Q3 		$267K Hold
3,204
– – 0.01% 343
2025
Q2 		$255K Sell
3,204
-39
-1% -$2.95K 0.01% 279
2025
Q1 		$250K Sell
3,243
-1,011
-24% -$81.4K 0.01% 264
2024
Q4 		$341K Buy
4,254
+1,010
+31% +$83K 0.02% 223
2024
Q3 		$258K Sell
3,244
-1,010
-24% -$77.2K 0.01% 242
2024
Q2 		$310K Buy
4,254
+996
+31% +$73.1K 0.02% 193
2024
Q1 		$248K Sell
3,258
-77
-2% -$5.58K 0.02% 196
2023
Q4 		$245K Buy
+3,335
New +$221K 0.02% 165

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

Retirement Planning Group (Kansas)'s MDYV Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 46% in Q2 2026, buying an estimated $135K and bringing the position to 4,685 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #354.

Retirement Planning Group (Kansas) first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Retirement Planning Group (Kansas) held 4,685 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $444K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 1,481 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $135K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #354 holding.
  • Retirement Planning Group (Kansas) 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.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.