VisionPoint Advisory Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

VisionPoint Advisory Group’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	$502K	Buy	5,293 +453	+9%	+$41.2K	0.08%	258
2026 Q1	$412K	Buy	4,840 +440	+10%	+$38.8K	0.08%	258
2025 Q4	$372K	Buy	4,400 +1,320	+43%	+$111K	0.07%	258
2025 Q3	$257K	Buy	+3,080	New	+$254K	0.05%	328

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

VisionPoint Advisory Group's MDYV Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 9.4% in Q2 2026, buying an estimated $41.2K and bringing the position to 5,293 shares worth $502K. The position accounts for 0.08% of the portfolio, ranked #258.

VisionPoint Advisory Group first reported a position in MDYV in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

VisionPoint Advisory Group held 5,293 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $502K as of Q2 2026.
VisionPoint Advisory Group bought 453 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $41.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #258 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.