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Strategic Wealth Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Strategic Wealth Partners’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 		$11.7K Buy
+123
New +$11.2K ﹤0.01% 891
2019
Q3 		– Sell
-124
Closed -$6K – 753
2019
Q2 		$6K Hold
124
– – ﹤0.01% 617
2019
Q1 		$6K Buy
+124
New +$6.16K ﹤0.01% 611

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

Strategic Wealth Partners's MDYV Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026: 123 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in MDYV as recently as Q2 2019.

Strategic Wealth Partners first reported a position in MDYV in Q1 2019 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Strategic Wealth Partners held 123 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $11.7K as of Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Strategic Wealth Partners position in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #891 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.