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Stonebridge Financial Group (Pennsylvania)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$634K Hold
6,683
– – 0.05% 157
2026
Q1 		$569K Hold
6,683
– – 0.05% 158
2025
Q4 		$566K Hold
6,683
– – 0.05% 151
2025
Q3 		$557K Sell
6,683
-123
-2% -$10.1K 0.05% 152
2025
Q2 		$541K Sell
6,806
-128
-2% -$9.69K 0.05% 146
2025
Q1 		$534K Hold
6,934
– – 0.06% 141
2024
Q4 		$556K Buy
+6,934
New +$570K 0.06% 143

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
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Stonebridge Financial Group (Pennsylvania)'s MDYV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 6,683 shares worth $634K. The position accounts for 0.05% of the portfolio, ranked #157.

Stonebridge Financial Group (Pennsylvania) first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. 335 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 6,683 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $634K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) 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 0.05% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #157 holding.
  • Stonebridge Financial Group (Pennsylvania) 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.
  • 335 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.