GJIA
MDYV icon

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

Glass Jacobson 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 		$49.6K Sell
523
-17
-3% -$1.55K 0.02% 327
2026
Q1 		$46K Buy
540
+85
+19% +$7.49K 0.02% 324
2025
Q4 		$38.5K Sell
455
-60
-12% -$5.02K 0.01% 338
2025
Q3 		$42.9K Buy
515
+250
+94% +$20.6K 0.02% 317
2025
Q2 		$21K Buy
+265
New +$20.1K 0.01% 381
2024
Q1 		– Sell
-201
Closed -$14.8K – 770
2023
Q4 		$14.8K Hold
201
– – 0.01% 485
2023
Q3 		$13K Buy
201
+1
+0.5% +$69 0.01% 471
2023
Q2 		$13.7K Buy
+200
New +$13.1K 0.01% 470

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

Glass Jacobson Investment Advisors's MDYV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.1% in Q2 2026, selling an estimated $1.55K and leaving 523 shares worth $49.6K. The position accounts for 0.02% of the portfolio, ranked #327.

Glass Jacobson Investment Advisors first reported a position in MDYV in Q2 2023 and has held it in 8 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Glass Jacobson Investment Advisors held 523 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $49.6K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 17 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $1.55K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #327 holding.
  • Glass Jacobson Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2023 and has held it in 8 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 Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.