GVAG
MDYV icon

Great Valley Advisor Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Great Valley Advisor Group’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 		$2.06M Sell
21,767
-841
-4% -$76.5K 0.03% 396
2026
Q1 		$1.92M Buy
22,608
+2,498
+12% +$220K 0.04% 382
2025
Q4 		$1.7M Sell
20,110
-114
-0.6% -$9.54K 0.03% 379
2025
Q3 		$1.69M Buy
20,224
+230
+1% +$18.9K 0.03% 373
2025
Q2 		$1.59M Buy
19,994
+636
+3% +$48.2K 0.04% 360
2025
Q1 		$1.49M Buy
19,358
+59
+0.3% +$4.75K 0.03% 370
2024
Q4 		$1.55M Buy
19,299
+545
+3% +$44.8K 0.03% 358
2024
Q3 		$1.49M Buy
18,754
+27
+0.1% +$2.06K 0.04% 357
2024
Q2 		$1.37M Sell
18,727
-41
-0.2% -$3.01K 0.04% 333
2024
Q1 		$1.43M Sell
18,768
-2,111
-10% -$153K 0.04% 317
2023
Q4 		$1.53M Buy
20,879
+2,209
+12% +$146K 0.05% 276
2023
Q3 		$1.21M Buy
18,670
+262
+1% +$18K 0.05% 287
2023
Q2 		$1.27M Buy
18,408
+432
+2% +$28.2K 0.05% 284
2023
Q1 		$1.19M Sell
17,976
-437
-2% -$30K 0.06% 284
2022
Q4 		$1.19M Buy
18,413
+10,780
+141% +$692K 0.06% 298
2022
Q3 		$442K Buy
7,633
+34
+0.4% +$2.17K 0.02% 447
2022
Q2 		$460K Buy
7,599
+44
+0.6% +$2.88K 0.03% 445
2022
Q1 		$536K Sell
7,555
-1,412
-16% -$97.9K 0.03% 370
2021
Q4 		$611K Buy
8,967
+1,612
+22% +$113K 0.04% 348
2021
Q3 		$487K Sell
7,355
-3
-0% -$202 0.03% 367
2021
Q2 		$486K Hold
7,358
– – 0.04% 357
2021
Q1 		$482K Buy
7,358
+26
+0.4% +$1.59K 0.05% 310
2020
Q4 		$407K Buy
7,332
+1,973
+37% +$99.6K 0.04% 312
2020
Q3 		$233K Buy
5,359
+18
+0.3% +$798 0.03% 377
2020
Q2 		$228K Buy
+5,341
New +$215K 0.04% 363

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

Great Valley Advisor Group's MDYV Position: Q2 2026 in Review

Great Valley Advisor Group reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 3.7% in Q2 2026, selling an estimated $76.5K and leaving 21,767 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #396.

Great Valley Advisor Group first reported a position in MDYV in Q2 2020 and has held it in 25 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Great Valley Advisor Group held 21,767 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.06M as of Q2 2026.
  • Great Valley Advisor Group sold 841 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $76.5K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #396 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2020 and has held it in 25 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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.