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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
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

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Invera Wealth Advisors's MDYV Position: Q1 2026 in Review

Invera Wealth Advisors reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.4% in Q1 2026, selling an estimated $13K and leaving 10,518 shares worth $896K. The position accounts for 0.57% of the portfolio, ranked #55.

Invera Wealth Advisors first reported a position in MDYV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.13M in Q4 2023. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Invera Wealth Advisors held 10,518 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $896K as of Q1 2026.
  • Invera Wealth Advisors sold 148 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $13K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.57% of Invera Wealth Advisors's portfolio in Q1 2026, its #55 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 10 quarters since.
  • Invera Wealth Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.13M in Q4 2023.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.