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 Q3	$494K	Buy	5,583 +290	+5%	+$27.3K	0.08%	247
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 $67.3B AUM 21.9% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

VisionPoint Advisory Group's MDYV Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 5.5% in Q3 2026, buying an estimated $27.3K and bringing the position to 5,583 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #247.

VisionPoint Advisory Group first reported a position in MDYV in Q3 2025 and has held it in 5 quarters since. The position peaked at $502K in Q2 2026. 103 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

VisionPoint Advisory Group held 5,583 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $494K as of Q3 2026.
VisionPoint Advisory Group bought 290 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $27.3K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #247 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 5 quarters since.
VisionPoint Advisory Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $502K in Q2 2026.
103 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.