RFG Advisory’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

RFG Advisory’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 Q3	$2.01M	Buy	+22,729	New	+$2.14M	0.03%	393

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

RFG Advisory's MDYV Position: Q3 2026 in Review

RFG Advisory opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2026: 22,729 shares worth $2.01M. The stake represents 0.03% of the portfolio and ranks #393 among its holdings.

224 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

RFG Advisory held 22,729 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.01M as of Q3 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new RFG Advisory position in Q3 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of RFG Advisory's portfolio in Q3 2026, its #393 holding.
224 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.