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

Smithfield Trust’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	$66K	Hold	700	–	–	﹤0.01%	562
2026 Q1	$60K	Hold	700	–	–	﹤0.01%	563
2025 Q4	$60K	Hold	700	–	–	﹤0.01%	553
2025 Q3	$58K	Hold	700	–	–	﹤0.01%	555
2025 Q2	$56K	Hold	700	–	–	﹤0.01%	547
2025 Q1	$54K	Hold	700	–	–	﹤0.01%	545
2024 Q4	$56K	Hold	700	–	–	﹤0.01%	541
2024 Q3	$56K	Hold	700	–	–	﹤0.01%	543
2024 Q2	$51K	Hold	700	–	–	﹤0.01%	542
2024 Q1	$53K	Hold	700	–	–	﹤0.01%	558
2023 Q4	$51K	Hold	700	–	–	﹤0.01%	553
2023 Q3	$45K	Hold	700	–	–	﹤0.01%	551
2023 Q2	$48K	Hold	700	–	–	﹤0.01%	560
2023 Q1	$46K	Hold	700	–	–	﹤0.01%	534
2022 Q4	$45K	Hold	700	–	–	﹤0.01%	525
2022 Q3	$40K	Hold	700	–	–	﹤0.01%	540
2022 Q2	$42K	Hold	700	–	–	﹤0.01%	564
2022 Q1	$49K	Buy	+700	New	+$48.5K	﹤0.01%	560

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

Smithfield Trust's MDYV Position: Q2 2026 in Review

Smithfield Trust held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 700 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Smithfield Trust first reported a position in MDYV in Q1 2022 and has held it in 18 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Smithfield Trust held 700 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $66K as of Q2 2026.
Smithfield Trust 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 Smithfield Trust's portfolio in Q2 2026, its #562 holding.
Smithfield Trust first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 18 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 Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.