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

Rockwood 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	$275K	Buy	+2,901	New	+$264K	0.02%	111
2025 Q4	–	Sell	-2,624	Closed	-$219K	–	120
2025 Q3	$219K	Hold	2,624	–	–	0.02%	100
2025 Q2	$208K	Sell	2,624 -158	-6%	-$12K	0.02%	97
2025 Q1	$214K	Buy	+2,782	New	+$224K	0.02%	89
2024 Q1	–	Sell	-3,147	Closed	-$231K	–	82
2023 Q4	$231K	Sell	3,147 -188	-6%	-$12.4K	0.03%	68
2023 Q3	$216K	Sell	3,335 -1,142	-26%	-$78.4K	0.04%	62
2023 Q2	$308K	Sell	4,477 -71	-2%	-$4.64K	0.05%	58
2023 Q1	$301K	Sell	4,548 -193	-4%	-$13.2K	0.06%	54
2022 Q4	$307K	Sell	4,741 -320	-6%	-$20.5K	0.07%	54
2022 Q3	$293K	Buy	5,061 +12	+0.2%	+$766	0.09%	52
2022 Q2	$305K	Sell	5,049 -1,650	-25%	-$108K	0.14%	52
2022 Q1	$471K	Sell	6,699 -895	-12%	-$62K	0.23%	40
2021 Q4	$540K	Buy	+7,594	New	+$531K	0.24%	45

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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

Rockwood Wealth Management opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 2,901 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #111 among its holdings. This is a return to the name: Rockwood Wealth Management previously reported a position in MDYV as recently as Q3 2025.

Rockwood Wealth Management first reported a position in MDYV in Q4 2021 and has held it in 13 quarters since. The position peaked at $540K in Q4 2021. 249 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Rockwood Wealth Management held 2,901 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $275K as of Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Rockwood Wealth Management position in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #111 holding.
Rockwood Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
Rockwood Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $540K in Q4 2021.
249 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

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