Michael S. Ryan Inc’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Michael S. Ryan Inc’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	$11.9M	Buy	125,387 +2,391	+2%	+$218K	5.94%	5
2026 Q1	$10.5M	Sell	122,996 -866	-0.7%	-$76.4K	6.1%	5
2025 Q4	$10.5M	Sell	123,862 -314	-0.3%	-$26.3K	6.06%	5
2025 Q3	$10.4M	Sell	124,176 -767	-0.6%	-$63.2K	6.18%	5
2025 Q2	$9.92M	Sell	124,943 -30,912	-20%	-$2.34M	6.31%	5
2025 Q1	$12M	Sell	155,855 -1,981	-1%	-$160K	8.4%	4
2024 Q4	$12.7M	Buy	157,836 +4,157	+3%	+$342K	8.62%	4
2024 Q3	$12.2M	Buy	153,679 +2,438	+2%	+$186K	8.51%	4
2024 Q2	$11M	Sell	151,241 -25,313	-14%	-$1.86M	8.36%	4
2024 Q1	$13.4M	Buy	176,554 +9,512	+6%	+$689K	10.59%	3
2023 Q4	$12.3M	Buy	167,042 +3,788	+2%	+$251K	10.17%	3
2023 Q3	$9.97M	Buy	163,254 +1,249	+0.8%	+$85.7K	9.51%	3
2023 Q2	$11.2M	Buy	+162,005	New	+$10.6M	10.36%	3

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

Michael S. Ryan Inc's MDYV Position: Q2 2026 in Review

Michael S. Ryan Inc increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.9% in Q2 2026, buying an estimated $218K and bringing the position to 125,387 shares worth $11.9M. The position accounts for 5.94% of the portfolio, ranked #5.

Michael S. Ryan Inc first reported a position in MDYV in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.4M in Q1 2024. 384 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Michael S. Ryan Inc held 125,387 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $11.9M as of Q2 2026.
Michael S. Ryan Inc bought 2,391 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $218K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 5.94% of Michael S. Ryan Inc's portfolio in Q2 2026, its #5 holding.
Michael S. Ryan Inc first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
Michael S. Ryan Inc's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $13.4M in Q1 2024.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Michael S. Ryan Inc's 13F filing for Q2 2026, filed 1 Jul 2026.