IA
MDYV icon

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
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
KA
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
RA
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. 157 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.
  • 157 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.