Wealthspire Advisors (New York)’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Wealthspire Advisors (New York)’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	$1.95M	Sell	20,512 -36	-0.2%	-$3.28K	0.01%	422
2026 Q1	$1.75M	Sell	20,548 -2,728	-12%	-$241K	0.01%	306
2025 Q4	$1.97M	Buy	23,276 +3,461	+17%	+$290K	0.02%	301
2025 Q3	$1.65M	Buy	19,815 +88	+0.4%	+$7.25K	0.01%	303
2025 Q2	$1.57M	Sell	19,727 -816	-4%	-$61.8K	0.01%	316
2025 Q1	$1.58M	Buy	20,543 +4,733	+30%	+$381K	0.01%	306
2024 Q4	$1.27M	Buy	+15,810	New	+$1.3M	0.01%	325

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

Wealthspire Advisors (New York)'s MDYV Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.18% in Q2 2026, selling an estimated $3.28K and leaving 20,512 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #422.

Wealthspire Advisors (New York) first reported a position in MDYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q4 2025. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Wealthspire Advisors (New York) held 20,512 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.95M as of Q2 2026.
Wealthspire Advisors (New York) sold 36 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $3.28K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #422 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.97M in Q4 2025.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.