Foundations Investment Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Foundations Investment Advisors’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 Q4	–	Sell	-2,628	Closed	-$219K	–	1160
2025 Q3	$219K	Buy	+2,628	New	+$216K	﹤0.01%	969
2025 Q2	–	Sell	-148,497	Closed	-$11.4M	–	974
2025 Q1	$11.4M	Buy	148,497 +7,764	+6%	+$625K	0.21%	116
2024 Q4	$11.3M	Buy	+140,733	New	+$11.6M	0.22%	102
2024 Q3	–	Sell	-110,333	Closed	-$8.05M	–	842
2024 Q2	$8.05M	Buy	110,333 +46,150	+72%	+$3.39M	0.2%	95
2024 Q1	$4.88M	Buy	64,183 +22,518	+54%	+$1.63M	0.13%	139
2023 Q4	$2.99M	Buy	+41,665	New	+$2.76M	0.08%	183
2023 Q2	–	Sell	-36,471	Closed	-$2.41M	–	601
2023 Q1	$2.41M	Buy	36,471 +1,313	+4%	+$90.1K	0.09%	147
2022 Q4	$2.28M	Buy	+35,158	New	+$2.26M	0.09%	116
2022 Q2	–	Sell	-35,853	Closed	-$2.47M	–	407
2022 Q1	$2.47M	Buy	35,853 +624	+2%	+$43.2K	0.1%	83
2021 Q4	$2.53M	Buy	+35,229	New	+$2.46M	0.1%	82

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

AWM

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

LFS

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

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

FWP

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Foundations Investment Advisors's MDYV Position: Q4 2025 in Review

Foundations Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2025, closing a stake of 2,628 shares — an estimated $219K sold.

Foundations Investment Advisors first reported a position in MDYV in Q4 2021 and held it in 10 quarters. The position peaked at $11.4M in Q1 2025. 381 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

Foundations Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Foundations Investment Advisors sold 2,628 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2025, an estimated $219K.
Foundations Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and held it in 10 quarters.
Foundations Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $11.4M in Q1 2025.
381 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.