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

IFG 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
Q1 		– Sell
-9,855
Closed -$834K – 681
2025
Q4 		$834K Sell
9,855
-758
-7% -$63.5K 0.04% 409
2025
Q3 		$885K Buy
10,613
+1,169
+12% +$96.3K 0.04% 377
2025
Q2 		$750K Sell
9,444
-8,336
-47% -$631K 0.04% 397
2025
Q1 		$1.37M Buy
17,780
+258
+1% +$20.8K 0.08% 273
2024
Q4 		$1.41M Buy
17,522
+329
+2% +$27K 0.08% 252
2024
Q3 		$1.37M Sell
17,193
-2,927
-15% -$224K 0.09% 248
2024
Q2 		$1.47M Buy
20,120
+441
+2% +$32.4K 0.09% 232
2024
Q1 		$1.5M Buy
19,679
+322
+2% +$23.3K 0.11% 215
2023
Q4 		$1.42M Buy
19,357
+1,271
+7% +$84.1K 0.1% 215
2023
Q3 		$1.17M Buy
+18,086
New +$1.24M 0.1% 212

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

IFG Advisory's MDYV Position: Q1 2026 in Review

IFG Advisory sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 9,855 shares — an estimated $834K sold.

IFG Advisory first reported a position in MDYV in Q3 2023 and held it in 10 quarters. The position peaked at $1.5M in Q1 2024. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • IFG Advisory reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 9,855 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $834K.
  • IFG Advisory first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2023 and held it in 10 quarters.
  • IFG Advisory's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.5M in Q1 2024.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.