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Wealth Enhancement Trust Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Wealth Enhancement Trust Services’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 		$162K Hold
1,704
– – 0.02% 309
2026
Q1 		$145K Sell
1,704
-189
-10% -$16.7K 0.02% 309
2025
Q4 		$160K Buy
+1,893
New +$158K 0.02% 284

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
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
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Trust Services's MDYV Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 1,704 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #309.

Wealth Enhancement Trust Services first reported a position in MDYV in Q4 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,704 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $162K as of Q2 2026.
  • Wealth Enhancement Trust Services left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #309 holding.
  • Wealth Enhancement Trust Services 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.
  • 315 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.