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Independent Advisor Alliance’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Independent Advisor Alliance’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 		$563K Sell
5,932
-41,537
-88% -$3.78M 0.01% 626
2026
Q1 		$4.04M Buy
47,469
+41,576
+706% +$3.67M 0.04% 367
2025
Q4 		$499K Buy
5,893
+155
+3% +$13K 0.01% 652
2025
Q3 		$479K Sell
5,738
-62
-1% -$5.11K 0.01% 633
2025
Q2 		$461K Buy
5,800
+1,005
+21% +$76.1K 0.01% 609
2025
Q1 		$369K Sell
4,795
-43,141
-90% -$3.47M 0.01% 599
2024
Q4 		$3.84M Buy
47,936
+44,371
+1,245% +$3.65M 0.05% 334
2024
Q3 		$283K Buy
3,565
+175
+5% +$13.4K 0.01% 582
2024
Q2 		$247K Buy
3,390
+339
+11% +$24.9K 0.01% 621
2024
Q1 		$232K Buy
+3,051
New +$221K 0.01% 628

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

Independent Advisor Alliance's MDYV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 88% in Q2 2026, selling an estimated $3.78M and leaving 5,932 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #626.

Independent Advisor Alliance first reported a position in MDYV in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.04M in Q1 2026. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Independent Advisor Alliance held 5,932 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $563K as of Q2 2026.
  • Independent Advisor Alliance sold 41,537 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $3.78M.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #626 holding.
  • Independent Advisor Alliance first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Independent Advisor Alliance's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.04M 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.