WCM
MDYV icon

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

WealthTrak Capital 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 		– Sell
-30,986
Closed -$2.64M – 82
2026
Q1 		$2.64M Buy
+30,986
New +$2.73M 1.88% 14

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

WealthTrak Capital Management's MDYV Position: Q2 2026 in Review

WealthTrak Capital Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026, closing a stake of 30,986 shares — an estimated $2.64M sold.

WealthTrak Capital Management first reported a position in MDYV in Q1 2026 and held it in 1 quarter. The position peaked at $2.64M in Q1 2026. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • WealthTrak Capital Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • WealthTrak Capital Management sold 30,986 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $2.64M.
  • WealthTrak Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • WealthTrak Capital Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.64M 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 WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.