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

Shum Financial Group’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	$2.9M	Buy	30,622 +1,359	+5%	+$124K	1.75%	19
2026 Q1	$2.49M	Buy	29,263 +1,151	+4%	+$101K	1.76%	20
2025 Q4	$2.38M	Buy	28,112 +2,348	+9%	+$197K	1.71%	20
2025 Q3	$2.15M	Buy	+25,764	New	+$2.12M	1.6%	22
2025 Q1	$1.92M	Buy	24,928 +1,041	+4%	+$83.8K	1.66%	21
2024 Q4	$1.92M	Buy	23,887 +599	+3%	+$49.2K	1.65%	20
2024 Q3	$1.88M	Buy	+23,288	New	+$1.78M	1.57%	20

Other funds holding MDYV

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

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Shum Financial Group's MDYV Position: Q2 2026 in Review

Shum Financial Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.6% in Q2 2026, buying an estimated $124K and bringing the position to 30,622 shares worth $2.9M. The position accounts for 1.75% of the portfolio, ranked #19.

Shum Financial Group first reported a position in MDYV in Q3 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Shum Financial Group held 30,622 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.9M as of Q2 2026.
Shum Financial Group bought 1,359 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $124K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 1.75% of Shum Financial Group's portfolio in Q2 2026, its #19 holding.
Shum Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.