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

Walsh & Associates’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 		$1.28M Buy
13,546
+2,022
+18% +$184K 1.05% 20
2026
Q1 		$981K Buy
11,524
+153
+1% +$13.5K 0.97% 22
2025
Q4 		$963K Buy
+11,371
New +$952K 0.95% 20

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

Walsh & Associates's MDYV Position: Q2 2026 in Review

Walsh & Associates increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 18% in Q2 2026, buying an estimated $184K and bringing the position to 13,546 shares worth $1.28M. The position accounts for 1.05% of the portfolio, ranked #20.

Walsh & Associates first reported a position in MDYV in Q4 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Walsh & Associates held 13,546 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.28M as of Q2 2026.
  • Walsh & Associates bought 2,022 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $184K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 1.05% of Walsh & Associates's portfolio in Q2 2026, its #20 holding.
  • Walsh & Associates first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.