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

Tidemark’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	$11.5K	Hold	121	–	–	﹤0.01%	492
2026 Q1	$10.3K	Hold	121	–	–	﹤0.01%	462
2025 Q4	$10.2K	Hold	121	–	–	﹤0.01%	428
2025 Q3	$10.1K	Hold	121	–	–	﹤0.01%	453
2025 Q2	$9.61K	Sell	121 -189	-61%	-$14.3K	﹤0.01%	453
2025 Q1	$23.9K	Sell	310 -222	-42%	-$17.9K	0.01%	324
2024 Q4	$42.7K	Hold	532	–	–	0.02%	259
2024 Q3	$42.3K	Sell	532 -388	-42%	-$29.6K	0.02%	259
2024 Q2	$67.1K	Sell	920 -421	-31%	-$30.9K	0.03%	181
2024 Q1	$102K	Sell	1,341 -101	-7%	-$7.31K	0.06%	169
2023 Q4	$106K	Buy	+1,442	New	+$95.4K	0.07%	156

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 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

Tidemark's MDYV Position: Q2 2026 in Review

Tidemark held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 121 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Tidemark first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $106K in Q4 2023. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Tidemark held 121 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $11.5K as of Q2 2026.
Tidemark 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 ﹤0.01% of Tidemark's portfolio in Q2 2026, its #492 holding.
Tidemark first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $106K in Q4 2023.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.