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

GHP 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
2026
Q2 		$27.5M Buy
289,767
+4,717
+2% +$429K 1.01% 19
2026
Q1 		$24.3M Buy
285,050
+3,412
+1% +$301K 1% 17
2025
Q4 		$23.8M Buy
281,638
+1,556
+0.6% +$130K 0.98% 17
2025
Q3 		$23.4M Buy
280,082
+1,549
+0.6% +$128K 0.98% 19
2025
Q2 		$22.1M Buy
278,533
+3,228
+1% +$244K 0.98% 18
2025
Q1 		$21.2M Buy
275,305
+1,659
+0.6% +$134K 1.02% 12
2024
Q4 		$21.9M Buy
273,646
+2,313
+0.9% +$190K 1.02% 13
2024
Q3 		$21.6M Buy
271,333
+4,223
+2% +$323K 0.99% 14
2024
Q2 		$19.5M Buy
267,110
+1,148
+0.4% +$84.3K 0.97% 17
2024
Q1 		$20.2M Buy
265,962
+3,641
+1% +$264K 1% 13
2023
Q4 		$19.2M Buy
262,321
+5,394
+2% +$357K 1.04% 11
2023
Q3 		$16.2M Buy
256,927
+2,947
+1% +$202K 0.98% 14
2023
Q2 		$17.7M Buy
253,980
+3,197
+1% +$209K 1.03% 12
2023
Q1 		$16.6M Buy
250,783
+9,845
+4% +$676K 1.05% 12
2022
Q4 		$15.6M Buy
240,938
+1,552
+0.6% +$99.6K 1.05% 12
2022
Q3 		$13.8M Buy
239,386
+3,007
+1% +$192K 1.06% 11
2022
Q2 		$14.3M Buy
236,379
+284
+0.1% +$18.6K 1.06% 12
2022
Q1 		$16.6M Buy
236,095
+5,469
+2% +$379K 1.09% 11
2021
Q4 		$16.4M Buy
230,626
+2,691
+1% +$188K 1.16% 13
2021
Q3 		$15.1M Sell
227,935
-5,472
-2% -$369K 1.2% 15
2021
Q2 		$15.8M Buy
233,407
+110
+0% +$7.55K 1.27% 12
2021
Q1 		$15.3M Sell
233,297
-1,506
-0.6% -$92.4K 1.33% 9
2020
Q4 		$13M Buy
234,803
+5,203
+2% +$263K 1.24% 11
2020
Q3 		$9.96M Buy
229,600
+15,454
+7% +$685K 1.13% 18
2020
Q2 		$9.13M Buy
214,146
+5,372
+3% +$216K 1.13% 17
2020
Q1 		$7.36M Buy
208,774
+12,430
+6% +$599K 1.11% 17
2019
Q4 		$10.8M Buy
196,344
+3,654
+2% +$193K 1.15% 17
2019
Q3 		$9.89M Buy
192,690
+5,404
+3% +$273K 1.23% 14
2019
Q2 		$9.62M Buy
187,286
+3,206
+2% +$163K 1.17% 15
2019
Q1 		$9.27M Buy
184,080
+8,670
+5% +$431K 1.19% 15
2018
Q4 		$7.78M Buy
175,410
+5,753
+3% +$283K 1.17% 14
2018
Q3 		$9.12M Buy
169,657
+3,946
+2% +$212K 1.22% 17
2018
Q2 		$8.62M Buy
165,711
+102,885
+164% +$5.29M 1.21% 17
2018
Q1 		$3.13M Buy
62,826
+4,880
+8% +$249K 0.44% 66
2017
Q4 		$2.98M Buy
57,946
+3,090
+6% +$156K 0.42% 69
2017
Q3 		$2.72M Buy
54,856
+3,340
+6% +$160K 0.41% 76
2017
Q2 		$2.48M Buy
51,516
+7,274
+16% +$348K 0.39% 81
2017
Q1 		$2.13M Buy
44,242
+5,210
+13% +$251K 0.37% 85
2016
Q4 		$1.83M Buy
39,032
+6,228
+19% +$279K 0.34% 92
2016
Q3 		$1.42M Buy
32,804
+4,786
+17% +$205K 0.29% 105
2016
Q2 		$1.16M Buy
28,018
+5,326
+23% +$217K 0.25% 110
2016
Q1 		$912K Buy
22,692
+10,678
+89% +$392K 0.21% 133
2015
Q4 		$457K Buy
+12,014
New +$482K 0.11% 200

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GHP Investment Advisors's MDYV Position: Q2 2026 in Review

GHP Investment Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.7% in Q2 2026, buying an estimated $429K and bringing the position to 289,767 shares worth $27.5M. The position accounts for 1.01% of the portfolio, ranked #19.

GHP Investment Advisors first reported a position in MDYV in Q4 2015 and has held it in 43 quarters since. 162 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • GHP Investment Advisors held 289,767 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $27.5M as of Q2 2026.
  • GHP Investment Advisors bought 4,717 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $429K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 1.01% of GHP Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • GHP Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
  • 162 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.