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Silver Oak Securities’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Silver Oak Securities’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 		$1.46M Sell
15,430
-20
-0.1% -$1.82K 0.09% 219
2026
Q1 		$1.32M Sell
15,450
-76
-0.5% -$6.7K 0.1% 213
2025
Q4 		$1.33M Buy
15,526
+5,762
+59% +$482K 0.09% 222
2025
Q3 		$814K Sell
9,764
-588
-6% -$48.4K 0.06% 308
2025
Q2 		$822K Sell
10,352
-2,270
-18% -$172K 0.07% 297
2025
Q1 		$968K Buy
12,622
+2,212
+21% +$178K 0.09% 239
2024
Q4 		$831K Sell
10,410
-214
-2% -$17.6K 0.08% 267
2024
Q3 		$843K Buy
10,624
+4,089
+63% +$312K 0.09% 237
2024
Q2 		$477K Sell
6,535
-51
-0.8% -$3.74K 0.07% 227
2024
Q1 		$501K Sell
6,586
-1,715
-21% -$124K 0.08% 234
2023
Q4 		$609K Buy
8,301
+3,347
+68% +$221K 0.08% 241
2023
Q3 		$321K Buy
4,954
+592
+14% +$40.6K 0.07% 214
2023
Q2 		$300K Buy
+4,362
New +$285K 0.05% 334
2022
Q4 		– Sell
-4,954
Closed -$321K – 399
2022
Q3 		$321K Buy
+4,954
New +$316K 0.07% 214

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

Silver Oak Securities's MDYV Position: Q2 2026 in Review

Silver Oak Securities reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.13% in Q2 2026, selling an estimated $1.82K and leaving 15,430 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #219.

Silver Oak Securities first reported a position in MDYV in Q3 2022 and has held it in 14 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Silver Oak Securities held 15,430 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.46M as of Q2 2026.
  • Silver Oak Securities sold 20 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $1.82K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.09% of Silver Oak Securities's portfolio in Q2 2026, its #219 holding.
  • Silver Oak Securities first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2022 and has held it in 14 quarters since.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.