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

Global Assets 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 		– Sell
-8,513
Closed -$833K – 474
2026
Q1 		$833K Buy
+8,513
New +$751K 0.24% 76

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

Global Assets Advisory's MDYV Position: Q2 2026 in Review

Global Assets Advisory sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026, closing a stake of 8,513 shares — an estimated $833K sold.

Global Assets Advisory first reported a position in MDYV in Q1 2026 and held it in 1 quarter. The position peaked at $833K in Q1 2026. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Global Assets Advisory reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 8,513 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $833K.
  • Global Assets Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Global Assets Advisory's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $833K in Q1 2026.
  • 383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

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