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

WealthShield 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	$50.8K	Sell	536 -87,637	-99%	-$7.97M	0.01%	284
2026 Q1	$7.51M	Buy	88,173 +1,183	+1%	+$104K	0.84%	27
2025 Q4	$7.36M	Sell	86,990 -458	-0.5%	-$38.3K	0.81%	28
2025 Q3	$7.29M	Sell	87,448 -3,394	-4%	-$280K	0.83%	30
2025 Q2	$7.22M	Sell	90,842 -710	-0.8%	-$53.8K	0.87%	27
2025 Q1	$7.05M	Buy	91,552 +601	+0.7%	+$48.4K	0.91%	27
2024 Q4	$7.29M	Buy	90,951 +20,953	+30%	+$1.72M	1.03%	24
2024 Q3	$5.56M	Buy	69,998 +3,505	+5%	+$268K	0.75%	32
2024 Q2	$4.85M	Sell	66,493 -278	-0.4%	-$20.4K	0.74%	32
2024 Q1	$5.07M	Sell	66,771 -14,358	-18%	-$1.04M	0.82%	31
2023 Q4	$5.95M	Buy	81,129 +3,047	+4%	+$202K	0.98%	20
2023 Q3	$5.06M	Sell	78,082 -1,539	-2%	-$106K	0.76%	32
2023 Q2	$5.48M	Buy	79,621 +1,154	+1%	+$75.4K	0.83%	28
2023 Q1	$5.19M	Sell	78,467 -599	-0.8%	-$41.1K	0.84%	27
2022 Q4	$5.12M	Sell	79,066 -750	-0.9%	-$48.1K	0.98%	22
2022 Q3	$4.62M	Buy	79,816 +175	+0.2%	+$11.2K	0.92%	26
2022 Q2	$4.82M	Buy	79,641 +3,988	+5%	+$261K	0.95%	25
2022 Q1	$5.32M	Buy	+75,653	New	+$5.24M	0.85%	27

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 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

WealthShield Partners's MDYV Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 99% in Q2 2026, selling an estimated $7.97M and leaving 536 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #284.

WealthShield Partners first reported a position in MDYV in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.51M in Q1 2026. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

WealthShield Partners held 536 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $50.8K as of Q2 2026.
WealthShield Partners sold 87,637 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $7.97M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #284 holding.
WealthShield Partners first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
WealthShield Partners's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $7.51M in Q1 2026.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.