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

Sacks & Associates’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 		$4.43M Sell
46,631
-4,199
-8% -$382K 2.99% 11
2026
Q1 		$4.33M Sell
50,830
-3,312
-6% -$292K 3.22% 9
2025
Q4 		$4.58M Buy
+54,142
New +$4.53M 3.37% 7

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

Sacks & Associates's MDYV Position: Q2 2026 in Review

Sacks & Associates reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 8.3% in Q2 2026, selling an estimated $382K and leaving 46,631 shares worth $4.43M. The position accounts for 2.99% of the portfolio, ranked #11.

Sacks & Associates first reported a position in MDYV in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.58M in Q4 2025. 380 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Sacks & Associates held 46,631 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.43M as of Q2 2026.
  • Sacks & Associates sold 4,199 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $382K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 2.99% of Sacks & Associates's portfolio in Q2 2026, its #11 holding.
  • Sacks & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Sacks & Associates's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.58M in Q4 2025.
  • 380 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.