Texas Yale Capital Corp’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Texas Yale Capital Corp’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%	313
2026 Q1	$775K	Hold	9,100	–	–	0.02%	321
2025 Q4	$770K	Hold	9,100	–	–	0.02%	314
2025 Q3	$759K	Hold	9,100	–	–	0.02%	307
2025 Q2	$723K	Buy	9,100 +2,525	+38%	+$191K	0.02%	290
2025 Q1	$507K	Buy	6,575 +3,750	+133%	+$302K	0.02%	332
2024 Q4	$227K	Hold	2,825	–	–	0.01%	428
2024 Q3	$224K	Hold	2,825	–	–	0.01%	427
2024 Q2	$206K	Hold	2,825	–	–	0.01%	420
2024 Q1	$215K	Hold	2,825	–	–	0.01%	416
2023 Q4	$207K	Buy	+2,825	New	+$187K	0.01%	412

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

Texas Yale Capital Corp's MDYV Position: Q2 2026 in Review

Texas Yale Capital Corp 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 #313.

Texas Yale Capital Corp first reported a position in MDYV in Q4 2023 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Texas Yale Capital Corp held 9,100 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $863K as of Q2 2026.
Texas Yale Capital Corp 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 Texas Yale Capital Corp's portfolio in Q2 2026, its #313 holding.
Texas Yale Capital Corp first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.