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 Q2	$863K	Hold	9,100	–	–	0.02%	626
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

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

Mount Yale Investment Advisors's MDYV Position: Q2 2026 in Review

Mount Yale Investment Advisors held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 9,100 shares worth $863K. The position accounts for 0.02% of the portfolio, ranked #626.

Mount Yale Investment Advisors first reported a position in MDYV in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2024. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Mount Yale Investment Advisors held 9,100 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $863K as of Q2 2026.
Mount Yale Investment Advisors left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #626 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 8 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.
385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.