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

Sensible Money’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	$367K	Hold	3,864	–	–	0.1%	69
2026 Q1	$329K	Sell	3,864 -1,068	-22%	-$94.2K	0.1%	63
2025 Q4	$417K	Sell	4,932 -770	-14%	-$64.5K	0.13%	55
2025 Q3	$476K	Hold	5,702	–	–	0.16%	43
2025 Q2	$453K	Hold	5,702	–	–	0.17%	44
2025 Q1	$439K	Hold	5,702	–	–	0.19%	44
2024 Q4	$457K	Sell	5,702 -45	-0.8%	-$3.7K	0.2%	41
2024 Q3	$457K	Hold	5,747	–	–	0.2%	43
2024 Q2	$419K	Hold	5,747	–	–	0.2%	44
2024 Q1	$437K	Hold	5,747	–	–	0.23%	39
2023 Q4	$422K	Hold	5,747	–	–	0.25%	36
2023 Q3	$373K	Hold	5,747	–	–	0.26%	38
2023 Q2	$395K	Hold	5,747	–	–	0.29%	38
2023 Q1	$380K	Hold	5,747	–	–	0.33%	38
2022 Q4	$372K	Buy	+5,747	New	+$369K	0.4%	37

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

Sensible Money's MDYV Position: Q2 2026 in Review

Sensible Money held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 3,864 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #69.

Sensible Money first reported a position in MDYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $476K in Q3 2025. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Sensible Money held 3,864 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $367K as of Q2 2026.
Sensible Money 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 0.1% of Sensible Money's portfolio in Q2 2026, its #69 holding.
Sensible Money first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Sensible Money's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $476K in Q3 2025.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.