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

RTD Financial Advisors’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	$4.99M	Hold	52,646	–	–	0.54%	42
2026 Q1	$4.48M	Sell	52,646 -2,319	-4%	-$204K	0.55%	41
2025 Q4	$4.65M	Sell	54,965 -444	-0.8%	-$37.2K	0.57%	42
2025 Q3	$4.62M	Sell	55,409 -280	-0.5%	-$23.1K	0.56%	41
2025 Q2	$4.42M	Sell	55,689 -27	-0%	-$2.04K	0.57%	41
2025 Q1	$4.29M	Sell	55,716 -2,723	-5%	-$219K	0.58%	37
2024 Q4	$4.69M	Sell	58,439 -617	-1%	-$50.7K	0.6%	38
2024 Q3	$4.69M	Sell	59,056 -5,348	-8%	-$409K	0.59%	39
2024 Q2	$4.7M	Sell	64,404 -1,999	-3%	-$147K	0.63%	38
2024 Q1	$5.05M	Sell	66,403 -1,707	-3%	-$124K	0.68%	37
2023 Q4	$5M	Sell	68,110 -4,002	-6%	-$265K	0.7%	37
2023 Q3	$4.68M	Sell	72,112 -1,637	-2%	-$112K	0.71%	36
2023 Q2	$5.07M	Sell	73,749 -953	-1%	-$62.3K	0.74%	36
2023 Q1	$4.94M	Sell	74,702 -230	-0.3%	-$15.8K	0.76%	35
2022 Q4	$4.85M	Sell	74,932 -438	-0.6%	-$28.1K	0.79%	34
2022 Q3	$4.36M	Sell	75,370 -4,454	-6%	-$284K	0.8%	33
2022 Q2	$4.83M	Buy	79,824 +3,042	+4%	+$199K	0.74%	36
2022 Q1	$5.4M	Buy	76,782 +2,689	+4%	+$186K	0.73%	37
2021 Q4	$5.27M	Buy	+74,093	New	+$5.18M	0.69%	36

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

RTD Financial Advisors's MDYV Position: Q2 2026 in Review

RTD Financial Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 52,646 shares worth $4.99M. The position accounts for 0.54% of the portfolio, ranked #42.

RTD Financial Advisors first reported a position in MDYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.4M in Q1 2022. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

RTD Financial Advisors held 52,646 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.99M as of Q2 2026.
RTD Financial Advisors 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 0.54% of RTD Financial Advisors's portfolio in Q2 2026, its #42 holding.
RTD Financial Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $5.4M in Q1 2022.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.