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	–	659
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	–	1647
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return