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WealthPlan Investment Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

WealthPlan Investment Management’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 		$470K Sell
4,957
-1,414
-22% -$129K 0.02% 329
2026
Q1 		$542K Buy
+6,371
New +$562K 0.03% 290

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

WealthPlan Investment Management's MDYV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 22% in Q2 2026, selling an estimated $129K and leaving 4,957 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #329.

WealthPlan Investment Management first reported a position in MDYV in Q1 2026 and has held it in 2 quarters since. The position peaked at $542K in Q1 2026. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • WealthPlan Investment Management held 4,957 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $470K as of Q2 2026.
  • WealthPlan Investment Management sold 1,414 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $129K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #329 holding.
  • WealthPlan Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • WealthPlan Investment Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $542K in Q1 2026.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.