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

Gladstone Institutional Advisory’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	$6.2M	Buy	65,362 +213	+0.3%	+$19.4K	0.2%	107
2026 Q1	$5.55M	Buy	65,149 +4,458	+7%	+$393K	0.21%	109
2025 Q4	$5.14M	Buy	60,691 +820	+1%	+$68.6K	0.19%	112
2025 Q3	$4.99M	Buy	59,871 +740	+1%	+$60.9K	0.19%	112
2025 Q2	$4.7M	Buy	59,131 +2,307	+4%	+$175K	0.19%	121
2025 Q1	$4.38M	Buy	56,824 +297	+0.5%	+$23.9K	0.2%	120
2024 Q4	$4.53M	Sell	56,527 -3,510	-6%	-$288K	0.21%	109
2024 Q3	$4.77M	Sell	60,037 -607	-1%	-$46.4K	0.23%	100
2024 Q2	$4.42M	Sell	60,644 -1,932	-3%	-$142K	0.23%	117
2024 Q1	$4.76M	Sell	62,576 -899	-1%	-$65.1K	0.26%	103
2023 Q4	$4.66M	Buy	63,475 +1,983	+3%	+$131K	0.26%	103
2023 Q3	$3.99M	Sell	61,492 -1,727	-3%	-$119K	0.26%	100
2023 Q2	$4.35M	Sell	63,219 -851	-1%	-$55.6K	0.27%	99
2023 Q1	$4.23M	Sell	64,070 -23,817	-27%	-$1.63M	0.27%	101
2022 Q4	$5.69M	Buy	87,887 +22,113	+34%	+$1.42M	0.4%	60
2022 Q3	$3.8M	Sell	65,774 -9,929	-13%	-$634K	0.3%	85
2022 Q2	$4.58M	Sell	75,703 -581	-0.8%	-$38.1K	0.36%	66
2022 Q1	$5.37M	Buy	76,284 +167	+0.2%	+$11.6K	0.36%	62
2021 Q4	$5.41M	Buy	76,117 +4,341	+6%	+$304K	0.42%	64
2021 Q3	$4.75M	Buy	71,776 +1,436	+2%	+$96.7K	0.46%	51
2021 Q2	$4.75M	Sell	70,340 -16,178	-19%	-$1.11M	0.56%	42
2021 Q1	$5.66M	Sell	86,518 -2,113	-2%	-$130K	0.88%	25
2020 Q4	$4.92M	Buy	88,631 +2,538	+3%	+$128K	0.98%	24
2020 Q3	$3.74M	Sell	86,093 -2,868	-3%	-$127K	0.89%	27
2020 Q2	$3.79M	Sell	88,961 -37,257	-30%	-$1.5M	0.96%	27
2020 Q1	$4.45M	Buy	126,218 +32,893	+35%	+$1.59M	1.15%	20
2019 Q4	$5.11M	Buy	93,325 +924	+1%	+$48.7K	1.25%	21
2019 Q3	$4.74M	Buy	92,401 +1,539	+2%	+$77.7K	1.21%	21
2019 Q2	$4.67M	Buy	90,862 +10,379	+13%	+$529K	1.42%	15
2019 Q1	$4.05M	Buy	+80,483	New	+$4M	1.49%	16

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

Gladstone Institutional Advisory's MDYV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.33% in Q2 2026, buying an estimated $19.4K and bringing the position to 65,362 shares worth $6.2M. The position accounts for 0.2% of the portfolio, ranked #107.

Gladstone Institutional Advisory first reported a position in MDYV in Q1 2019 and has held it in 30 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Gladstone Institutional Advisory held 65,362 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $6.2M as of Q2 2026.
Gladstone Institutional Advisory bought 213 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $19.4K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.2% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #107 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.