UFAC
MDYV icon

Urban Financial Advisory Corp’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Urban Financial Advisory Corp’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 		$241K Sell
2,545
-310
-11% -$28.2K 0.07% 34
2026
Q1 		$243K Buy
2,855
+74
+3% +$6.52K 0.09% 33
2025
Q4 		$235K Buy
2,781
+13
+0.5% +$1.09K 0.09% 32
2025
Q3 		$231K Buy
2,768
+13
+0.5% +$1.07K 0.11% 30
2025
Q2 		$219K Buy
2,755
+14
+0.5% +$1.06K 0.11% 28
2025
Q1 		$211K Sell
2,741
-86
-3% -$6.93K 0.12% 28
2024
Q4 		$227K Buy
2,827
+17
+0.6% +$1.4K 0.12% 22
2024
Q3 		$223K Buy
2,810
+12
+0.4% +$917 0.12% 22
2024
Q2 		$204K Buy
2,798
+165
+6% +$12.1K 0.12% 24
2024
Q1 		$200K Buy
+2,633
New +$191K 0.12% 25

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

Urban Financial Advisory Corp's MDYV Position: Q2 2026 in Review

Urban Financial Advisory Corp reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 11% in Q2 2026, selling an estimated $28.2K and leaving 2,545 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #34.

Urban Financial Advisory Corp first reported a position in MDYV in Q1 2024 and has held it in 10 quarters since. The position peaked at $243K in Q1 2026. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Urban Financial Advisory Corp held 2,545 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $241K as of Q2 2026.
  • Urban Financial Advisory Corp sold 310 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $28.2K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.07% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #34 holding.
  • Urban Financial Advisory Corp first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Urban Financial Advisory Corp's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $243K in Q1 2026.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.