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 Q3	$11.2M	Buy	126,233 +846	+0.7%	+$79.7K	5.64%	5
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	$9.9M	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	$10M	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Michael S. Ryan Inc's MDYV Position: Q3 2026 in Review

Michael S. Ryan Inc increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.67% in Q3 2026, buying an estimated $79.7K and bringing the position to 126,233 shares worth $11.2M. The position accounts for 5.64% of the portfolio, ranked #5.

Michael S. Ryan Inc first reported a position in MDYV in Q2 2023 and has held it in 14 quarters since. The position peaked at $13.4M in Q1 2024. 165 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Michael S. Ryan Inc held 126,233 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $11.2M as of Q3 2026.
Michael S. Ryan Inc bought 846 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $79.7K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 5.64% of Michael S. Ryan Inc's portfolio in Q3 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 14 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.
165 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Michael S. Ryan Inc's 13F filing for Q3 2026, filed 1 Oct 2026.