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

Garden State 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	$2.35M	Sell	24,828 -728	-3%	-$66.2K	0.43%	58
2026 Q1	$2.18M	Sell	25,556 -272	-1%	-$24K	0.48%	55
2025 Q4	$2.19M	Sell	25,828 -1,917	-7%	-$160K	0.48%	52
2025 Q3	$2.31M	Sell	27,745 -505	-2%	-$41.6K	0.51%	47
2025 Q2	$2.25M	Sell	28,250 -9,251	-25%	-$701K	0.57%	46
2025 Q1	$2.9M	Sell	37,501 -20,617	-35%	-$1.66M	0.93%	27
2024 Q4	$4.67M	Buy	58,118 +254	+0.4%	+$20.9K	1.39%	18
2024 Q3	$4.61M	Buy	57,864 +1,285	+2%	+$98.2K	1.48%	17
2024 Q2	$4.14M	Sell	56,579 -436	-0.8%	-$32K	1.43%	18
2024 Q1	$4.34M	Sell	57,015 -28,714	-33%	-$2.08M	1.59%	16
2023 Q4	$6.29M	Buy	85,729 +3,763	+5%	+$249K	2.5%	10
2023 Q3	$5.32M	Sell	81,966 -2,531	-3%	-$174K	2.44%	11
2023 Q2	$5.81M	Buy	84,497 +6,387	+8%	+$417K	2.29%	12
2023 Q1	$5.16M	Buy	78,110 +12,409	+19%	+$852K	2.22%	10
2022 Q4	$4.25M	Buy	+65,701	New	+$4.22M	2.52%	8

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

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

Garden State Investment Advisory Services reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.8% in Q2 2026, selling an estimated $66.2K and leaving 24,828 shares worth $2.35M. The position accounts for 0.43% of the portfolio, ranked #58.

Garden State Investment Advisory Services first reported a position in MDYV in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.29M in Q4 2023. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Garden State Investment Advisory Services held 24,828 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.35M as of Q2 2026.
Garden State Investment Advisory Services sold 728 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $66.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.43% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #58 holding.
Garden State Investment Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Garden State Investment Advisory Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $6.29M in Q4 2023.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.