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

TAGStone Capital’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 		$914K Buy
9,635
+43
+0.4% +$3.91K 0.29% 62
2026
Q1 		$817K Buy
9,592
+76
+0.8% +$6.7K 0.29% 59
2025
Q4 		$806K Buy
9,516
+424
+5% +$35.5K 0.3% 60
2025
Q3 		$758K Sell
9,092
-1,183
-12% -$97.4K 0.3% 60
2025
Q2 		$817K Buy
10,275
+653
+7% +$49.4K 0.34% 54
2025
Q1 		$741K Buy
9,622
+246
+3% +$19.8K 0.36% 51
2024
Q4 		$752K Buy
9,376
+54
+0.6% +$4.44K 0.37% 47
2024
Q3 		$741K Buy
9,322
+39
+0.4% +$2.98K 0.38% 44
2024
Q2 		$677K Buy
9,283
+50
+0.5% +$3.67K 0.38% 43
2024
Q1 		$702K Buy
9,233
+33
+0.4% +$2.39K 0.41% 43
2023
Q4 		$675K Buy
9,200
+25
+0.3% +$1.65K 0.44% 41
2023
Q3 		$595K Buy
9,175
+24
+0.3% +$1.65K 0.44% 43
2023
Q2 		$629K Buy
9,151
+39
+0.4% +$2.55K 0.45% 43
2023
Q1 		$602K Buy
9,112
+16
+0.2% +$1.1K 0.45% 44
2022
Q4 		$589K Buy
9,096
+9
+0.1% +$578 0.49% 44
2022
Q3 		$525K Sell
9,087
-495
-5% -$31.6K 0.49% 47
2022
Q2 		$580K Buy
9,582
+52
+0.5% +$3.41K 0.55% 43
2022
Q1 		$671K Buy
9,530
+33
+0.3% +$2.29K 0.57% 39
2021
Q4 		$675K Buy
+9,497
New +$664K 0.56% 39

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

TAGStone Capital's MDYV Position: Q2 2026 in Review

TAGStone Capital increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.45% in Q2 2026, buying an estimated $3.91K and bringing the position to 9,635 shares worth $914K. The position accounts for 0.29% of the portfolio, ranked #62.

TAGStone Capital first reported a position in MDYV in Q4 2021 and has held it in 19 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • TAGStone Capital held 9,635 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $914K as of Q2 2026.
  • TAGStone Capital bought 43 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $3.91K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.29% of TAGStone Capital's portfolio in Q2 2026, its #62 holding.
  • TAGStone Capital first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 19 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 TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.