Smartleaf Asset Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Smartleaf Asset Management’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	$160K	Hold	1,687	–	–	0.01%	935
2026 Q1	$140K	Hold	1,687	–	–	0.01%	947
2025 Q4	$144K	Hold	1,687	–	–	0.01%	984
2025 Q3	$140K	Hold	1,687	–	–	0.01%	885
2025 Q2	$134K	Buy	1,687 +646	+62%	+$48.9K	0.01%	744
2025 Q1	$79.8K	Buy	1,041 +1,015	+3,904%	+$81.7K	0.01%	936
2024 Q4	$2.08K	Buy	+26	New	+$2.14K	﹤0.01%	2527

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

Smartleaf Asset Management's MDYV Position: Q2 2026 in Review

Smartleaf Asset Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 1,687 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #935.

Smartleaf Asset Management first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Smartleaf Asset Management held 1,687 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $160K as of Q2 2026.
Smartleaf Asset Management 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 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #935 holding.
Smartleaf Asset Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 7 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 Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.