Sound Income Strategies’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Sound Income Strategies’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	–	Sell	-1	Closed	-$86	–	1615
2026 Q1	$86	Hold	1	–	–	﹤0.01%	2514
2025 Q4	$89	Buy	+1	New	+$84	﹤0.01%	2458
2025 Q3	–	Sell	-1	Closed	-$79	–	1780
2025 Q2	$79	Hold	1	–	–	﹤0.01%	1551
2025 Q1	$77	Hold	1	–	–	﹤0.01%	1505
2024 Q4	$80	Buy	+1	New	+$82	﹤0.01%	1422
2024 Q3	–	Sell	-42	Closed	-$3.06K	–	1463
2024 Q2	$3.06K	Buy	42 +31	+282%	+$2.27K	﹤0.01%	1040
2024 Q1	$836	Sell	11 -4	-27%	-$290	﹤0.01%	1191
2023 Q4	$1.1K	Buy	+15	New	+$992	﹤0.01%	1156
2018 Q4	–	Sell	-36	Closed	-$2K	–	736
2018 Q3	$2K	Buy	+36	New	+$1.93K	﹤0.01%	556

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

Sound Income Strategies's MDYV Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026, closing a stake of 1 share — an estimated $86 sold.

Sound Income Strategies first reported a position in MDYV in Q3 2018 and held it in 9 quarters. The position peaked at $3.06K in Q2 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Sound Income Strategies reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1 State Street SPDR S&P 400 Mid Cap Value ETF share in Q2 2026, an estimated $86.
Sound Income Strategies first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2018 and held it in 9 quarters.
Sound Income Strategies's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.06K in Q2 2024.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.