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

Avantax Advisory Services’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
2025 Q2	$8.32M	Buy	104,770 +16,762	+19%	+$1.27M	0.05%	315
2025 Q1	$6.78M	Buy	88,008 +3,866	+5%	+$311K	0.04%	331
2024 Q4	$6.75M	Sell	84,142 -21,729	-21%	-$1.79M	0.04%	317
2024 Q3	$8.41M	Buy	105,871 +37,095	+54%	+$2.83M	0.06%	268
2024 Q2	$5.02M	Buy	68,776 +66,022	+2,397%	+$4.85M	0.04%	370
2024 Q1	$209K	Sell	2,754 -581	-17%	-$42.1K	﹤0.01%	1522
2023 Q4	$245K	Buy	+3,335	New	+$221K	﹤0.01%	1350
2022 Q2	–	Sell	-4,700	Closed	-$330K	–	1354
2022 Q1	$330K	Buy	+4,700	New	+$326K	﹤0.01%	956

Other funds holding MDYV

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Avantax Advisory Services's MDYV Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 19% in Q2 2025, buying an estimated $1.27M and bringing the position to 104,770 shares worth $8.32M. The position accounts for 0.05% of the portfolio, ranked #315.

Avantax Advisory Services first reported a position in MDYV in Q1 2022 and has held it in 8 quarters since. The position peaked at $8.41M in Q3 2024. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

Avantax Advisory Services held 104,770 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $8.32M as of Q2 2025.
Avantax Advisory Services bought 16,762 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $1.27M.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #315 holding.
Avantax Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 8 quarters since.
Avantax Advisory Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $8.41M in Q3 2024.
379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.