VWA
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Visionary Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Visionary Wealth Advisors’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 		$725K Sell
7,646
-897
-10% -$81.6K 0.03% 366
2026
Q1 		$727K Buy
8,543
+775
+10% +$68.3K 0.03% 332
2025
Q4 		$658K Sell
7,768
-7,298
-48% -$611K 0.03% 335
2025
Q3 		$1.26M Sell
15,066
-5,558
-27% -$458K 0.06% 246
2025
Q2 		$1.64M Buy
20,624
+3,784
+22% +$287K 0.08% 217
2025
Q1 		$1.3M Sell
16,840
-721
-4% -$58.1K 0.08% 224
2024
Q4 		$1.41M Buy
17,561
+76
+0.4% +$6.24K 0.08% 210
2024
Q3 		$1.39M Buy
17,485
+349
+2% +$26.7K 0.08% 215
2024
Q2 		$1.25M Sell
17,136
-7,245
-30% -$532K 0.08% 224
2024
Q1 		$1.85M Buy
24,381
+235
+1% +$17K 0.13% 173
2023
Q4 		$1.77M Sell
24,146
-21,627
-47% -$1.43M 0.13% 168
2023
Q3 		$2.97M Sell
45,773
-2,093
-4% -$144K 0.24% 112
2023
Q2 		$3.29M Sell
47,866
-4,819
-9% -$315K 0.26% 102
2023
Q1 		$3.48M Buy
52,685
+9,797
+23% +$673K 0.3% 89
2022
Q4 		$2.78M Buy
42,888
+33,185
+342% +$2.13M 0.26% 95
2022
Q3 		$561K Buy
9,703
+390
+4% +$24.9K 0.06% 212
2022
Q2 		$563K Sell
9,313
-11,207
-55% -$734K 0.05% 225
2022
Q1 		$1.44M Buy
20,520
+5,633
+38% +$390K 0.12% 152
2021
Q4 		$1.06M Buy
14,887
+5,346
+56% +$374K 0.09% 159
2021
Q3 		$632K Buy
9,541
+1,293
+16% +$87.1K 0.07% 166
2021
Q2 		$557K Sell
8,248
-2,015
-20% -$138K 0.06% 194
2021
Q1 		$672K Sell
10,263
-6,131
-37% -$376K 0.07% 171
2020
Q4 		$910K Sell
16,394
-9,417
-36% -$475K 0.1% 141
2020
Q3 		$1.12M Sell
25,811
-37,051
-59% -$1.64M 0.16% 113
2020
Q2 		$2.68M Sell
62,862
-48,339
-43% -$1.95M 0.41% 67
2020
Q1 		$3.92M Buy
+111,201
New +$5.36M 0.74% 43

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

Visionary Wealth Advisors's MDYV Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 10% in Q2 2026, selling an estimated $81.6K and leaving 7,646 shares worth $725K. The position accounts for 0.03% of the portfolio, ranked #366.

Visionary Wealth Advisors first reported a position in MDYV in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.92M in Q1 2020. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Visionary Wealth Advisors held 7,646 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $725K as of Q2 2026.
  • Visionary Wealth Advisors sold 897 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $81.6K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #366 holding.
  • Visionary Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.92M in Q1 2020.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.