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

Capital Investment 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
2026 Q2	$253K	Sell	2,672 -7	-0.3%	-$637	0.02%	639
2026 Q1	$228K	Hold	2,679	–	–	0.02%	590
2025 Q4	$227K	Hold	2,679	–	–	0.02%	572
2025 Q3	$223K	Hold	2,679	–	–	0.02%	554
2025 Q2	$213K	Buy	2,679 +2,117	+377%	+$160K	0.02%	542
2025 Q1	$43.3K	Sell	562 -5	-0.9%	-$403	﹤0.01%	723
2024 Q4	$45.5K	Buy	567 +5	+0.9%	+$411	﹤0.01%	670
2024 Q3	$44.7K	Hold	562	–	–	﹤0.01%	702
2024 Q2	$41K	Hold	562	–	–	﹤0.01%	688
2024 Q1	$42.7K	Hold	562	–	–	﹤0.01%	675
2023 Q4	$41.2K	Buy	562 +161	+40%	+$10.6K	﹤0.01%	692
2023 Q3	$26K	Hold	401	–	–	﹤0.01%	702
2023 Q2	$27.6K	Hold	401	–	–	﹤0.01%	669
2023 Q1	$26.5K	Sell	401 -244	-38%	-$16.8K	﹤0.01%	666
2022 Q4	$41.7K	Sell	645 -4	-0.6%	-$257	0.01%	628
2022 Q3	$38K	Sell	649 -46	-7%	-$2.94K	﹤0.01%	595
2022 Q2	$42K	Hold	695	–	–	0.01%	610
2022 Q1	$49K	Hold	695	–	–	0.01%	625
2021 Q4	$49K	Buy	695 +395	+132%	+$27.6K	0.01%	605
2021 Q3	$20K	Hold	300	–	–	﹤0.01%	631
2021 Q2	$20K	Hold	300	–	–	﹤0.01%	662
2021 Q1	$20K	Buy	+300	New	+$18.4K	﹤0.01%	607

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

Capital Investment Advisory Services's MDYV Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.26% in Q2 2026, selling an estimated $637 and leaving 2,672 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #639.

Capital Investment Advisory Services first reported a position in MDYV in Q1 2021 and has held it in 22 quarters since. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Capital Investment Advisory Services held 2,672 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $253K as of Q2 2026.
Capital Investment Advisory Services sold 7 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $637.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #639 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.