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

Realta 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
2025 Q4	–	Sell	-102	Closed	-$8.51K	–	365
2025 Q3	$8.51K	Hold	102	–	–	﹤0.01%	284
2025 Q2	$8.1K	Hold	102	–	–	﹤0.01%	275
2025 Q1	$7.86K	Buy	+102	New	+$8.21K	﹤0.01%	284
2023 Q4	–	Sell	-208	Closed	-$14.3K	–	658
2023 Q3	$14.3K	Hold	208	–	–	﹤0.01%	649
2023 Q2	$14.3K	Buy	+208	New	+$13.6K	﹤0.01%	695
2023 Q1	–	Sell	-433	Closed	-$28K	–	672
2022 Q4	$28K	Buy	433 +338	+356%	+$21.7K	0.01%	610
2022 Q3	$5K	Buy	+95	New	+$6.06K	﹤0.01%	748
2019 Q4	–	Sell	-420	Closed	-$22K	–	1641
2019 Q3	$22K	Hold	420	–	–	0.01%	889
2019 Q2	$22K	Hold	420	–	–	0.01%	904
2019 Q1	$21K	Buy	+420	New	+$20.9K	0.01%	750

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Realta Investment Advisors's MDYV Position: Q4 2025 in Review

Realta Investment Advisors sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2025, closing a stake of 102 shares — an estimated $8.51K sold.

Realta Investment Advisors first reported a position in MDYV in Q1 2019 and held it in 10 quarters. The position peaked at $28K in Q4 2022. 384 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

Realta Investment Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Realta Investment Advisors sold 102 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2025, an estimated $8.51K.
Realta Investment Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $28K in Q4 2022.
384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on Realta Investment Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.