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

Tounjian Advisory Partners’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	$11.8K	Sell	125 -4,083	-97%	-$372K	0.01%	363
2026 Q1	$358K	Sell	4,208 -14	-0.3%	-$1.23K	0.13%	131
2025 Q4	$357K	Sell	4,222 -126	-3%	-$10.5K	0.12%	135
2025 Q3	$363K	Sell	4,348 -3,376	-44%	-$278K	0.12%	132
2025 Q2	$595K	Sell	7,724 -280	-3%	-$21.2K	0.12%	179
2025 Q1	$617K	Buy	+8,004	New	+$645K	0.12%	179

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

Tounjian Advisory Partners's MDYV Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 97% in Q2 2026, selling an estimated $372K and leaving 125 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #363.

Tounjian Advisory Partners first reported a position in MDYV in Q1 2025 and has held it in 6 quarters since. The position peaked at $617K in Q1 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Tounjian Advisory Partners held 125 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $11.8K as of Q2 2026.
Tounjian Advisory Partners sold 4,083 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $372K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #363 holding.
Tounjian Advisory Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Tounjian Advisory Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $617K in Q1 2025.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.