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

Trueblood 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	$493K	Sell	5,201 -1	-0%	-$91	0.17%	159
2026 Q1	$443K	Buy	5,202 +23	+0.4%	+$2.03K	0.17%	160
2025 Q4	$438K	Buy	5,179 +23	+0.4%	+$1.93K	0.17%	165
2025 Q3	$430K	Buy	5,156 +24	+0.5%	+$1.98K	0.17%	167
2025 Q2	$408K	Buy	5,132 +28	+0.5%	+$2.12K	0.17%	166
2025 Q1	$393K	Buy	5,104 +263	+5%	+$21.2K	0.18%	154
2024 Q4	$388K	Hold	4,841	–	–	0.19%	158
2024 Q3	$385K	Buy	4,841 +1,345	+38%	+$103K	0.19%	151
2024 Q2	$255K	Buy	3,496 +100	+3%	+$7.34K	0.14%	184
2024 Q1	$258K	Sell	3,396 -21	-0.6%	-$1.52K	0.15%	180
2023 Q4	$251K	Buy	+3,417	New	+$226K	0.16%	174

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

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

Trueblood Wealth Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.02% in Q2 2026, selling an estimated $91 and leaving 5,201 shares worth $493K. The position accounts for 0.17% of the portfolio, ranked #159.

Trueblood Wealth Management first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Trueblood Wealth Management held 5,201 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $493K as of Q2 2026.
Trueblood Wealth Management sold 1 State Street SPDR S&P 400 Mid Cap Value ETF share in Q2 2026, an estimated $91.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.17% of Trueblood Wealth Management's portfolio in Q2 2026, its #159 holding.
Trueblood Wealth Management 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.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.