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

Invera 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	$1.01M	Buy	10,696 +178	+2%	+$16.2K	0.54%	50
2026 Q1	$896K	Sell	10,518 -148	-1%	-$13K	0.57%	55
2025 Q4	$903K	Sell	10,666 -45	-0.4%	-$3.77K	0.57%	54
2025 Q3	$893K	Sell	10,711 -37	-0.3%	-$3.05K	0.55%	59
2025 Q2	$854K	Buy	10,748 +27	+0.3%	+$2.04K	0.56%	60
2025 Q1	$826K	Buy	10,721 +78	+0.7%	+$6.28K	0.53%	65
2024 Q4	$890K	Buy	10,643 +249	+2%	+$20.5K	0.88%	31
2024 Q3	$874K	Buy	10,394 +352	+4%	+$26.9K	0.87%	30
2024 Q2	$750K	Buy	10,042 +133	+1%	+$9.76K	0.77%	31
2024 Q1	$698K	Sell	9,909 -19,110	-66%	-$1.38M	0.59%	46
2023 Q4	$2.13M	Buy	+29,019	New	+$1.92M	1.33%	26

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

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

Invera Wealth Advisors increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.7% in Q2 2026, buying an estimated $16.2K and bringing the position to 10,696 shares worth $1.01M. The position accounts for 0.54% of the portfolio, ranked #50.

Invera Wealth Advisors first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q4 2023. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Invera Wealth Advisors held 10,696 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.01M as of Q2 2026.
Invera Wealth Advisors bought 178 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $16.2K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.54% of Invera Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Invera Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Invera Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.13M in Q4 2023.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.