TWM
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Topsail Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Topsail Wealth Management’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 		$578K Buy
6,093
+170
+3% +$15.5K 0.07% 83
2026
Q1 		$504K Buy
5,923
+260
+5% +$22.9K 0.07% 79
2025
Q4 		$480K Hold
5,663
– – 0.07% 88
2025
Q3 		$472K Buy
5,663
+5
+0.1% +$412 0.08% 81
2025
Q2 		$449K Buy
5,658
+100
+2% +$7.57K 0.08% 78
2025
Q1 		$426K Buy
5,558
+563
+11% +$45.3K 0.09% 76
2024
Q4 		$401K Buy
+4,995
New +$410K 0.09% 66

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

Topsail Wealth Management's MDYV Position: Q2 2026 in Review

Topsail Wealth Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.9% in Q2 2026, buying an estimated $15.5K and bringing the position to 6,093 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #83.

Topsail Wealth Management first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Topsail Wealth Management held 6,093 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $578K as of Q2 2026.
  • Topsail Wealth Management bought 170 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $15.5K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.07% of Topsail Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Topsail Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 7 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 Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.