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

Insight 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 		$668K Buy
7,043
+100
+1% +$9.1K 0.12% 112
2026
Q1 		$591K Buy
6,943
+60
+0.9% +$5.29K 0.11% 124
2025
Q4 		$583K Buy
6,883
+176
+3% +$14.7K 0.09% 145
2025
Q3 		$559K Sell
6,707
-191
-3% -$15.7K 0.09% 148
2025
Q2 		$548K Sell
6,898
-222
-3% -$16.8K 0.09% 145
2025
Q1 		$549K Buy
7,120
+574
+9% +$46.2K 0.1% 135
2024
Q4 		$523K Sell
6,546
-305
-4% -$25.1K 0.09% 152
2024
Q3 		$544K Buy
6,851
+395
+6% +$30.2K 0.09% 149
2024
Q2 		$471K Buy
6,456
+1,009
+19% +$74.1K 0.09% 162
2024
Q1 		$414K Sell
5,447
-393
-7% -$28.5K 0.08% 185
2023
Q4 		$429K Buy
5,840
+252
+5% +$16.7K 0.09% 163
2023
Q3 		$362K Buy
5,588
+16
+0.3% +$1.1K 0.08% 183
2023
Q2 		$383K Hold
5,572
– – 0.09% 179
2023
Q1 		$368K Sell
5,572
-87
-2% -$5.97K 0.09% 197
2022
Q4 		$366K Buy
5,659
+463
+9% +$29.7K 0.13% 215
2022
Q3 		$300K Sell
5,196
-1,141
-18% -$72.8K 0.12% 213
2022
Q2 		$414K Sell
6,337
-573
-8% -$37.5K 0.14% 185
2022
Q1 		$486K Sell
6,910
-676
-9% -$46.8K 0.15% 178
2021
Q4 		$539K Sell
7,586
-22
-0.3% -$1.54K 0.16% 158
2021
Q3 		$544K Buy
7,608
+249
+3% +$16.8K 0.16% 160
2021
Q2 		$493K Sell
7,359
-1,370
-16% -$94K 0.15% 173
2021
Q1 		$598K Sell
8,729
-769
-8% -$47.2K 0.19% 140
2020
Q4 		$527K Buy
+9,498
New +$479K 0.2% 127

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

Insight Advisors's MDYV Position: Q2 2026 in Review

Insight Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.4% in Q2 2026, buying an estimated $9.1K and bringing the position to 7,043 shares worth $668K. The position accounts for 0.12% of the portfolio, ranked #112.

Insight Advisors first reported a position in MDYV in Q4 2020 and has held it in 23 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Insight Advisors held 7,043 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $668K as of Q2 2026.
  • Insight Advisors bought 100 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $9.1K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.12% of Insight Advisors's portfolio in Q2 2026, its #112 holding.
  • Insight Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2020 and has held it in 23 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 Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.