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

Wealthcare Advisory Partners’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	$4.38M	Buy	46,172 +2,406	+5%	+$219K	0.08%	197
2026 Q1	$3.73M	Sell	43,766 -2,375	-5%	-$209K	0.07%	225
2025 Q4	$3.91M	Buy	46,141 +2,680	+6%	+$224K	0.08%	216
2025 Q3	$3.63M	Buy	43,461 +2,332	+6%	+$192K	0.08%	211
2025 Q2	$3.27M	Buy	41,129 +2,736	+7%	+$207K	0.07%	221
2025 Q1	$2.96M	Buy	38,393 +2,399	+7%	+$193K	0.08%	217
2024 Q4	$2.89M	Buy	35,994 +1,004	+3%	+$82.5K	0.08%	210
2024 Q3	$2.78M	Buy	34,990 +6,177	+21%	+$472K	0.08%	215
2024 Q2	$2.1M	Buy	28,813 +5,457	+23%	+$401K	0.07%	229
2024 Q1	$1.78M	Buy	23,356 +2,510	+12%	+$182K	0.06%	252
2023 Q4	$1.53M	Sell	20,846 -11,832	-36%	-$782K	0.06%	240
2023 Q3	$2.12M	Buy	32,678 +75	+0.2%	+$5.15K	0.1%	166
2023 Q2	$2.24M	Sell	32,603 -1,669	-5%	-$109K	0.1%	164
2023 Q1	$2.26M	Buy	34,272 +2,165	+7%	+$149K	0.1%	165
2022 Q4	$2.08M	Buy	32,107 +4,150	+15%	+$266K	0.1%	157
2022 Q3	$1.62M	Buy	27,957 +5,638	+25%	+$360K	0.09%	162
2022 Q2	$1.35M	Buy	22,319 +11,756	+111%	+$770K	0.08%	167
2022 Q1	$743K	Buy	10,563 +4,103	+64%	+$284K	0.05%	241
2021 Q4	$459K	Buy	6,460 +117	+2%	+$8.18K	0.03%	329
2021 Q3	$420K	Sell	6,343 -690	-10%	-$46.5K	0.03%	349
2021 Q2	$475K	Buy	7,033 +777	+12%	+$53.3K	0.03%	328
2021 Q1	$409K	Sell	6,256 -3,603	-37%	-$221K	0.03%	329
2020 Q4	$547K	Hold	9,859	–	–	0.05%	225
2020 Q3	$428K	Sell	9,859 -110	-1%	-$4.88K	0.05%	221
2020 Q2	$425K	Sell	9,969 -425	-4%	-$17.1K	0.05%	195
2020 Q1	$366K	Sell	10,394 -257	-2%	-$12.4K	0.05%	192
2019 Q4	$583K	Hold	10,651	–	–	0.07%	158
2019 Q3	$547K	Sell	10,651 -1,843	-15%	-$93.1K	0.08%	139
2019 Q2	$642K	Buy	12,494 +100	+0.8%	+$5.1K	0.1%	122
2019 Q1	$624K	Buy	+12,394	New	+$616K	0.11%	115

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealthcare Advisory Partners's MDYV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 5.5% in Q2 2026, buying an estimated $219K and bringing the position to 46,172 shares worth $4.38M. The position accounts for 0.08% of the portfolio, ranked #197.

Wealthcare Advisory Partners first reported a position in MDYV in Q1 2019 and has held it in 30 quarters since. 87 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Wealthcare Advisory Partners held 46,172 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.38M as of Q2 2026.
Wealthcare Advisory Partners bought 2,406 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $219K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #197 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
87 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.