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

Valmark 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	$517K	Buy	5,446 +405	+8%	+$36.9K	0.01%	491
2026 Q1	$429K	Sell	5,041 -379	-7%	-$33.4K	0.01%	500
2025 Q4	$459K	Buy	5,420 +374	+7%	+$31.3K	0.01%	462
2025 Q3	$421K	Buy	+5,046	New	+$416K	0.01%	471
2021 Q2	–	Sell	-3,437	Closed	-$225K	–	396
2021 Q1	$225K	Buy	+3,437	New	+$211K	﹤0.01%	351
2020 Q4	–	Sell	-4,994	Closed	-$217K	–	349
2020 Q3	$217K	Sell	4,994 -552	-10%	-$24.5K	﹤0.01%	281
2020 Q2	$236K	Sell	5,546 -1,433	-21%	-$57.7K	0.01%	243
2020 Q1	$246K	Sell	6,979 -1,412	-17%	-$68.1K	0.01%	202
2019 Q4	$460K	Sell	8,391 -5,809	-41%	-$306K	0.01%	155
2019 Q3	$729K	Sell	14,200 -3,292	-19%	-$166K	0.02%	122
2019 Q2	$899K	Buy	17,492 +639	+4%	+$32.6K	0.02%	101
2019 Q1	$849K	Buy	16,853 +3,760	+29%	+$187K	0.02%	104
2018 Q4	$581K	Buy	13,093 +675	+5%	+$33.1K	0.01%	118
2018 Q3	$667K	Buy	+12,418	New	+$666K	0.01%	107

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

Valmark Advisers's MDYV Position: Q2 2026 in Review

Valmark Advisers increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 8% in Q2 2026, buying an estimated $36.9K and bringing the position to 5,446 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #491.

Valmark Advisers first reported a position in MDYV in Q3 2018 and has held it in 14 quarters since. The position peaked at $899K in Q2 2019. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Valmark Advisers held 5,446 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $517K as of Q2 2026.
Valmark Advisers bought 405 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $36.9K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #491 holding.
Valmark Advisers first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2018 and has held it in 14 quarters since.
Valmark Advisers's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $899K in Q2 2019.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.