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

Sharper & Granite’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	$777K	Sell	8,195 -1,900	-19%	-$173K	0.24%	72
2026 Q1	$860K	Hold	10,095	–	–	0.29%	70
2025 Q4	$855K	Buy	10,095 +380	+4%	+$31.8K	0.3%	68
2025 Q3	$810K	Buy	9,715 +2,915	+43%	+$240K	0.29%	68
2025 Q2	$557K	Buy	6,800 +230	+4%	+$17.4K	0.21%	80
2025 Q1	$506K	Buy	6,570 +30	+0.5%	+$2.42K	0.21%	81
2024 Q4	$525K	Buy	6,540 +1,225	+23%	+$101K	0.23%	80
2024 Q3	$422K	Buy	5,315 +30	+0.6%	+$2.29K	0.19%	81
2024 Q2	$385K	Sell	5,285 -470	-8%	-$34.5K	0.18%	81
2024 Q1	$427K	Buy	5,755 +425	+8%	+$30.8K	0.21%	82
2023 Q4	$391K	Buy	+5,330	New	+$352K	0.2%	82

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

Sharper & Granite's MDYV Position: Q2 2026 in Review

Sharper & Granite reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 19% in Q2 2026, selling an estimated $173K and leaving 8,195 shares worth $777K. The position accounts for 0.24% of the portfolio, ranked #72.

Sharper & Granite first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $860K in Q1 2026. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Sharper & Granite held 8,195 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $777K as of Q2 2026.
Sharper & Granite sold 1,900 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $173K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.24% of Sharper & Granite's portfolio in Q2 2026, its #72 holding.
Sharper & Granite first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Sharper & Granite's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $860K in Q1 2026.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.