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

WCG 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 		$23.9M Buy
251,674
+2,912
+1% +$265K 0.57% 46
2026
Q1 		$21.2M Buy
248,762
+7,942
+3% +$700K 0.59% 42
2025
Q4 		$20.4M Buy
240,820
+157,062
+188% +$13.1M 0.57% 43
2025
Q3 		$6.99M Sell
83,758
-8,652
-9% -$713K 0.44% 65
2025
Q2 		$7.34M Buy
92,410
+3,705
+4% +$281K 0.47% 66
2025
Q1 		$6.83M Sell
88,705
-11,519
-11% -$928K 0.52% 60
2024
Q4 		$8.04M Buy
100,224
+452
+0.5% +$37.1K 0.53% 56
2024
Q3 		$7.93M Sell
99,772
-6,421
-6% -$491K 0.54% 54
2024
Q2 		$7.75M Buy
106,193
+4,936
+5% +$362K 0.57% 53
2024
Q1 		$7.7M Sell
101,257
-47,632
-32% -$3.45M 0.64% 50
2023
Q4 		$10.9M Sell
148,889
-11,839
-7% -$783K 0.8% 38
2023
Q3 		$10.6M Buy
160,728
+10,556
+7% +$724K 0.77% 41
2023
Q2 		$10.3M Sell
150,172
-13,393
-8% -$875K 1.21% 26
2023
Q1 		$10.8M Buy
163,565
+8,011
+5% +$550K 1.39% 22
2022
Q4 		$10.1M Buy
155,554
+13,938
+10% +$895K 1.38% 24
2022
Q3 		$8.79M Sell
141,616
-5,069
-3% -$323K 1.16% 24
2022
Q2 		$8.87M Buy
+146,685
New +$9.61M 1.23% 22

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

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

WCG Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.2% in Q2 2026, buying an estimated $265K and bringing the position to 251,674 shares worth $23.9M. The position accounts for 0.57% of the portfolio, ranked #46.

WCG Wealth Advisors first reported a position in MDYV in Q2 2022 and has held it in 17 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • WCG Wealth Advisors held 251,674 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $23.9M as of Q2 2026.
  • WCG Wealth Advisors bought 2,912 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $265K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.57% of WCG Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • WCG Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.