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

Inspirion Wealth 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	$371K	Hold	3,933	–	–	0.04%	128
2026 Q1	$335K	Hold	3,933	–	–	0.04%	126
2025 Q4	$333K	Sell	3,933 -380	-9%	-$31.8K	0.04%	127
2025 Q3	$343K	Buy	4,313 +360	+9%	+$29.6K	0.05%	113
2025 Q2	$314K	Sell	3,953 -360	-8%	-$27.3K	0.04%	124
2025 Q1	$332K	Sell	4,313 -4,500	-51%	-$362K	0.05%	116
2024 Q4	$709K	Buy	8,813 +4,500	+104%	+$370K	0.1%	76
2024 Q3	$343K	Hold	4,313	–	–	0.05%	113
2024 Q2	$315K	Hold	4,313	–	–	0.05%	120
2024 Q1	$328K	Buy	4,313 +120	+3%	+$8.69K	0.05%	113
2023 Q4	$308K	Sell	4,193 -4,484	-52%	-$297K	0.06%	112
2023 Q3	$563K	Buy	8,677 +879	+11%	+$60.3K	0.11%	81
2023 Q2	$536K	Buy	7,798 +300	+4%	+$19.6K	0.1%	81
2023 Q1	$495K	Buy	7,498 +280	+4%	+$19.2K	0.1%	82
2022 Q4	$467K	Buy	7,218 +3,686	+104%	+$237K	0.1%	82
2022 Q3	$204K	Buy	+3,532	New	+$225K	0.05%	114

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 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

Inspirion Wealth Advisors's MDYV Position: Q2 2026 in Review

Inspirion Wealth Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 3,933 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #128.

Inspirion Wealth Advisors first reported a position in MDYV in Q3 2022 and has held it in 16 quarters since. The position peaked at $709K in Q4 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Inspirion Wealth Advisors held 3,933 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $371K as of Q2 2026.
Inspirion Wealth Advisors left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.04% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Inspirion Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
Inspirion Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $709K in Q4 2024.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.