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

IFP 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	$488K	Sell	5,148 -141	-3%	-$12.8K	0.01%	1052
2026 Q1	$450K	Sell	5,289 -1,496	-22%	-$132K	0.01%	1015
2025 Q4	$574K	Buy	6,785 +1,679	+33%	+$141K	0.01%	872
2025 Q3	$426K	Sell	5,106 -312	-6%	-$25.7K	0.01%	910
2025 Q2	$430K	Sell	5,418 -107	-2%	-$8.1K	0.01%	898
2025 Q1	$426K	Sell	5,525 -47	-0.8%	-$3.79K	0.01%	829
2024 Q4	$447K	Sell	5,572 -14,479	-72%	-$1.19M	0.01%	776
2024 Q3	$1.59M	Buy	20,051 +154	+0.8%	+$11.8K	0.06%	356
2024 Q2	$1.45M	Sell	19,897 -209	-1%	-$15.3K	0.06%	341
2024 Q1	$1.53M	Buy	20,106 +3	+0%	+$217	0.07%	309
2023 Q4	$1.48M	Sell	20,103 -298	-1%	-$19.7K	0.07%	304
2023 Q3	$1.32M	Buy	20,401 +139	+0.7%	+$9.54K	0.06%	326
2023 Q2	$1.39M	Sell	20,262 -18,591	-48%	-$1.21M	0.06%	339
2023 Q1	$2.95M	Sell	38,853 -6,605	-15%	-$453K	0.13%	162
2022 Q4	$3.45M	Buy	45,458 +5,700	+14%	+$366K	0.09%	222
2022 Q3	$3.02M	Sell	39,758 -8,908	-18%	-$568K	0.08%	275
2022 Q2	$3.7M	Hold	48,666	–	–	0.12%	194
2022 Q1	$3.7M	Buy	48,666 +34,381	+241%	+$2.38M	0.12%	194
2021 Q4	$1.02M	Sell	14,285 -400	-3%	-$28K	0.02%	411
2021 Q3	$977K	Sell	14,685 -553	-4%	-$37.3K	0.02%	406
2021 Q2	$1.03M	Sell	15,238 -25,389	-62%	-$1.74M	0.02%	370
2021 Q1	$2.65M	Buy	40,627 +4,264	+12%	+$262K	0.05%	180
2020 Q4	$2.02M	Buy	36,363 +24,000	+194%	+$1.21M	0.08%	208
2020 Q3	$534K	Buy	12,363 +2,198	+22%	+$97.4K	0.03%	415
2020 Q2	$426K	Buy	10,165 +841	+9%	+$33.9K	0.03%	447
2020 Q1	$336K	Sell	9,324 -27,643	-75%	-$1.33M	0.03%	430
2019 Q4	$2.02M	Sell	36,967 -3,941	-10%	-$208K	0.15%	167
2019 Q3	$2.09M	Buy	+40,908	New	+$2.07M	0.14%	161
2019 Q1	$37K	Sell	727 -25,154	-97%	-$1.25M	0.01%	1097
2018 Q4	$1.14M	Buy	25,881 +3,861	+18%	+$190K	0.07%	314
2018 Q3	$1.18M	Buy	22,020 +18,558	+536%	+$995K	0.05%	384
2018 Q2	$180K	Buy	3,462 +1,068	+45%	+$54.9K	0.01%	1118
2018 Q1	$123K	Hold	2,394	–	–	0.01%	1264
2017 Q4	$123K	Sell	2,394 -236	-9%	-$11.9K	0.01%	1273
2017 Q3	$130K	Sell	2,630 -420	-14%	-$20.2K	0.01%	1397
2017 Q2	$147K	Sell	3,050 -5,392	-64%	-$258K	0.01%	1302
2017 Q1	$407K	Buy	8,442 +2,826	+50%	+$136K	0.02%	771
2016 Q4	$264K	Sell	5,616 -800	-12%	-$35.9K	0.01%	911
2016 Q3	$277K	Buy	6,416 +600	+10%	+$25.7K	0.01%	848
2016 Q2	$241K	Buy	5,816 +4,362	+300%	+$178K	0.01%	882
2016 Q1	$37K	Sell	1,454 -2,920	-67%	-$107K	0.01%	1097
2015 Q4	$166K	Buy	+4,374	New	+$175K	0.01%	922

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

IFP Advisors's MDYV Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.7% in Q2 2026, selling an estimated $12.8K and leaving 5,148 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #1052.

IFP Advisors first reported a position in MDYV in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.7M in Q2 2022. 160 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

IFP Advisors held 5,148 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $488K as of Q2 2026.
IFP Advisors sold 141 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $12.8K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1052 holding.
IFP Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.7M in Q2 2022.
160 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.