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

Valley National Advisers’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	$13.5K	Hold	142	–	–	﹤0.01%	580
2026 Q1	$12K	Hold	142	–	–	﹤0.01%	579
2025 Q4	$12K	Sell	142 -76	-35%	-$6.36K	﹤0.01%	571
2025 Q3	$18K	Buy	218 +64	+42%	+$5.27K	﹤0.01%	482
2025 Q2	$12K	Buy	154 +78	+103%	+$5.91K	﹤0.01%	530
2025 Q1	$5K	Hold	76	–	–	﹤0.01%	648
2024 Q4	$6K	Buy	76 +12	+19%	+$986	﹤0.01%	615
2024 Q3	$5K	Hold	64	–	–	﹤0.01%	598
2024 Q2	$4K	Buy	+64	New	+$4.7K	﹤0.01%	796

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

Valley National Advisers's MDYV Position: Q2 2026 in Review

Valley National Advisers held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 142 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Valley National Advisers first reported a position in MDYV in Q2 2024 and has held it in 9 quarters since. The position peaked at $18K in Q3 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Valley National Advisers held 142 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $13.5K as of Q2 2026.
Valley National Advisers 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 Valley National Advisers's portfolio in Q2 2026, its #580 holding.
Valley National Advisers first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Valley National Advisers's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $18K in Q3 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 Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.