Third View Private Wealth’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Third View Private Wealth’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 Q3	$365K	Sell	4,123 -290	-7%	-$27.3K	0.04%	209
2026 Q2	$419K	Sell	4,413 -174	-4%	-$15.8K	0.05%	207
2026 Q1	$391K	Sell	4,587 -589	-11%	-$51.9K	0.05%	195
2025 Q4	$438K	Buy	+5,176	New	+$433K	0.06%	186

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Third View Private Wealth's MDYV Position: Q3 2026 in Review

Third View Private Wealth reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 6.6% in Q3 2026, selling an estimated $27.3K and leaving 4,123 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #209.

Third View Private Wealth first reported a position in MDYV in Q4 2025 and has held it in 4 quarters since. The position peaked at $438K in Q4 2025. 237 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Third View Private Wealth held 4,123 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $365K as of Q3 2026.
Third View Private Wealth sold 290 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $27.3K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Third View Private Wealth's portfolio in Q3 2026, its #209 holding.
Third View Private Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $438K in Q4 2025.
237 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.