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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
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
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
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
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Third View Private Wealth's MDYV Position: Q2 2026 in Review

Third View Private Wealth reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.8% in Q2 2026, selling an estimated $15.8K and leaving 4,413 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #207.

Third View Private Wealth first reported a position in MDYV in Q4 2025 and has held it in 3 quarters since. The position peaked at $438K in Q4 2025. 249 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Third View Private Wealth held 4,413 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $419K as of Q2 2026.
  • Third View Private Wealth sold 174 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $15.8K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.05% of Third View Private Wealth's portfolio in Q2 2026, its #207 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 3 quarters since.
  • Third View Private Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $438K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.