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

Intrua Financial’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	$2.55M	Sell	26,835 -617	-2%	-$56.1K	0.23%	84
2026 Q1	$2.34M	Sell	27,452 -178	-0.6%	-$15.7K	0.24%	81
2025 Q4	$2.34M	Buy	27,630 +147	+0.5%	+$12.3K	0.25%	76
2025 Q3	$2.29M	Buy	+27,483	New	+$2.26M	0.25%	75
2024 Q2	–	Sell	-50,822	Closed	-$3.86M	–	418
2024 Q1	$3.86M	Buy	+50,822	New	+$3.68M	0.56%	38

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $431M AUM 20.62% 1-Year Est. Return

Intrua Financial's MDYV Position: Q2 2026 in Review

Intrua Financial reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.2% in Q2 2026, selling an estimated $56.1K and leaving 26,835 shares worth $2.55M. The position accounts for 0.23% of the portfolio, ranked #84.

Intrua Financial first reported a position in MDYV in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.86M in Q1 2024. 143 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Intrua Financial held 26,835 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.55M as of Q2 2026.
Intrua Financial sold 617 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $56.1K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.23% of Intrua Financial's portfolio in Q2 2026, its #84 holding.
Intrua Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and has held it in 5 quarters since.
Intrua Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.86M in Q1 2024.
143 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.