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

Wallace 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	$304K	Sell	3,206 -112	-3%	-$10.2K	0.29%	91
2026 Q1	$283K	Sell	3,318 -104	-3%	-$9.17K	0.3%	86
2025 Q4	$290K	Sell	3,422 -589	-15%	-$49.3K	0.3%	91
2025 Q3	$319K	Sell	4,011 -231	-5%	-$19K	0.26%	117
2025 Q2	$327K	Sell	4,242 -155	-4%	-$11.7K	0.24%	124
2025 Q1	$353K	Sell	4,397 -138	-3%	-$11.1K	0.24%	122
2024 Q4	$360K	Sell	4,535 -211	-4%	-$17.3K	0.25%	110
2024 Q3	$346K	Hold	4,746	–	–	0.25%	105
2024 Q2	$346K	Sell	4,746 -3,444	-42%	-$253K	0.25%	105
2024 Q1	$601K	Sell	8,190 -473	-5%	-$34.3K	0.45%	55
2023 Q4	$562K	Sell	8,663 -26	-0.3%	-$1.72K	0.44%	51
2023 Q3	$598K	Sell	8,689 -59	-0.7%	-$4.05K	0.43%	48
2023 Q2	$578K	Hold	8,748	–	–	0.44%	53
2023 Q1	$578K	Sell	8,748 -9	-0.1%	-$618	0.44%	53
2022 Q4	$567K	Buy	+8,757	New	+$562K	0.45%	51

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

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

Wallace Advisory Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.4% in Q2 2026, selling an estimated $10.2K and leaving 3,206 shares worth $304K. The position accounts for 0.29% of the portfolio, ranked #91.

Wallace Advisory Group first reported a position in MDYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $601K in Q1 2024. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Wallace Advisory Group held 3,206 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $304K as of Q2 2026.
Wallace Advisory Group sold 112 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $10.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.29% of Wallace Advisory Group's portfolio in Q2 2026, its #91 holding.
Wallace Advisory Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $601K in Q1 2024.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.