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

Robinswood Financial’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	$5.41K	Hold	57	–	–	﹤0.01%	339
2026 Q1	$4.86K	Hold	57	–	–	﹤0.01%	328
2025 Q4	$4.83K	Hold	57	–	–	﹤0.01%	313
2025 Q3	$4.76K	Buy	57 +1	+2%	+$82	﹤0.01%	304
2025 Q2	$4.51K	Hold	56	–	–	﹤0.01%	307
2025 Q1	$4.35K	Hold	56	–	–	﹤0.01%	302
2024 Q4	$4.52K	Hold	56	–	–	﹤0.01%	253
2024 Q3	$4.45K	Buy	+56	New	+$4.28K	﹤0.01%	270

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

Robinswood Financial's MDYV Position: Q2 2026 in Review

Robinswood Financial held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 57 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Robinswood Financial first reported a position in MDYV in Q3 2024 and has held it in 8 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Robinswood Financial held 57 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $5.41K as of Q2 2026.
Robinswood Financial 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 Robinswood Financial's portfolio in Q2 2026, its #339 holding.
Robinswood Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and has held it in 8 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 Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.