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Mount Yale Investment Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Mount Yale Investment 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 		$775K Buy
+9,100
New +$802K 0.02% 580
2025
Q3 		– Sell
-9,100
Closed -$723K – 1222
2025
Q2 		$723K Sell
9,100
-4,656
-34% -$353K 0.06% 268
2025
Q1 		$1.06M Sell
13,756
-13
-0.1% -$1.05K 0.09% 186
2024
Q4 		$1.1M Buy
13,769
+4,642
+51% +$381K 0.09% 184
2024
Q3 		$725K Buy
9,127
+4,534
+99% +$346K 0.07% 262
2024
Q2 		$335K Buy
4,593
+24
+0.5% +$1.76K 0.03% 412
2024
Q1 		$347K Buy
+4,569
New +$331K 0.03% 416

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 $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
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 $1.92B AUM 26.86% 1-Year Est. Return

Mount Yale Investment Advisors's MDYV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026: 9,100 shares worth $775K. The stake represents 0.02% of the portfolio and ranks #580 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MDYV as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MDYV in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2024. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Mount Yale Investment Advisors held 9,100 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $775K as of Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #580 holding.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
  • Mount Yale Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.1M in Q4 2024.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.