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

Sterling Financial Planning’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 		$628K Buy
6,616
+122
+2% +$11.1K 0.17% 65
2026
Q1 		$553K Sell
6,494
-17
-0.3% -$1.5K 0.16% 69
2025
Q4 		$551K Sell
6,511
-10
-0.2% -$837 0.17% 69
2025
Q3 		$544K Buy
6,521
+2
+0% +$165 0.17% 68
2025
Q2 		$518K Buy
6,519
+2
+0% +$151 0.17% 70
2025
Q1 		$502K Buy
6,517
+1
+0% +$81 0.18% 71
2024
Q4 		$523K Sell
6,516
-18
-0.3% -$1.48K 0.19% 70
2024
Q3 		$519K Buy
6,534
+10
+0.2% +$764 0.19% 73
2024
Q2 		$476K Sell
6,524
-45
-0.7% -$3.3K 0.19% 71
2024
Q1 		$499K Sell
6,569
-355
-5% -$25.7K 0.2% 71
2023
Q4 		$508K Buy
6,924
+2,342
+51% +$155K 0.22% 66
2023
Q3 		$297K Buy
4,582
+3
+0.1% +$206 0.15% 78
2023
Q2 		$315K Sell
4,579
-386
-8% -$25.2K 0.16% 76
2023
Q1 		$328K Sell
4,965
-479
-9% -$32.9K 0.18% 75
2022
Q4 		$352K Buy
5,444
+362
+7% +$23.2K 0.21% 70
2022
Q3 		$294K Sell
5,082
-33
-0.6% -$2.11K 0.21% 70
2022
Q2 		$309K Buy
5,115
+35
+0.7% +$2.29K 0.22% 70
2022
Q1 		$358K Buy
5,080
+95
+2% +$6.58K 0.23% 64
2021
Q4 		$354K Sell
4,985
-123
-2% -$8.6K 0.22% 67
2021
Q3 		$338K Buy
5,108
+162
+3% +$10.9K 0.22% 59
2021
Q2 		$334K Sell
4,946
-14
-0.3% -$960 0.22% 59
2021
Q1 		$325K Sell
4,960
-40
-0.8% -$2.45K 0.23% 55
2020
Q4 		$277K Buy
+5,000
New +$252K 0.22% 57

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

Sterling Financial Planning's MDYV Position: Q2 2026 in Review

Sterling Financial Planning increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.9% in Q2 2026, buying an estimated $11.1K and bringing the position to 6,616 shares worth $628K. The position accounts for 0.17% of the portfolio, ranked #65.

Sterling Financial Planning first reported a position in MDYV in Q4 2020 and has held it in 23 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Sterling Financial Planning held 6,616 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $628K as of Q2 2026.
  • Sterling Financial Planning bought 122 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $11.1K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.17% of Sterling Financial Planning's portfolio in Q2 2026, its #65 holding.
  • Sterling Financial Planning first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 23 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 Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.