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Summit Investment Advisory Services’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Summit Investment Advisory Services’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 		$247K Sell
2,904
-41
-1% -$3.62K 0.09% 71
2025
Q4 		$249K Sell
2,945
-253
-8% -$21.2K 0.09% 72
2025
Q3 		$267K Sell
3,198
-170
-5% -$14K 0.11% 62
2025
Q2 		$267K Buy
3,368
+209
+7% +$15.8K 0.12% 59
2025
Q1 		$243K Sell
3,159
-144
-4% -$11.6K 0.12% 62
2024
Q4 		$265K Buy
3,303
+357
+12% +$29.3K 0.14% 58
2024
Q3 		$234K Buy
+2,946
New +$225K 0.12% 60

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 $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 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 $1.61B AUM 19.97% 1-Year Est. Return

Summit Investment Advisory Services's MDYV Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.4% in Q1 2026, selling an estimated $3.62K and leaving 2,904 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #71.

Summit Investment Advisory Services first reported a position in MDYV in Q3 2024 and has held it in 7 quarters since. The position peaked at $267K in Q2 2025. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Summit Investment Advisory Services held 2,904 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $247K as of Q1 2026.
  • Summit Investment Advisory Services sold 41 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $3.62K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.09% of Summit Investment Advisory Services's portfolio in Q1 2026, its #71 holding.
  • Summit Investment Advisory Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Summit Investment Advisory Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $267K in Q2 2025.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.