Baird Financial Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Baird Financial Group’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 Q1	–	Sell	-2,640	Closed	-$212K	–	1805
2024 Q4	$212K	Buy	+2,640	New	+$217K	﹤0.01%	1663
2023 Q2	–	Sell	-4,946	Closed	-$327K	–	1727
2023 Q1	$327K	Buy	4,946 +504	+11%	+$34.6K	﹤0.01%	1465
2022 Q4	$287K	Buy	+4,442	New	+$285K	﹤0.01%	1470

Other funds holding MDYV

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LFS

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

AWM

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

Baird Financial Group's MDYV Position: Q1 2025 in Review

Baird Financial Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 2,640 shares — an estimated $212K sold.

Baird Financial Group first reported a position in MDYV in Q4 2022 and held it in 3 quarters. The position peaked at $327K in Q1 2023. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

Baird Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Baird Financial Group sold 2,640 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $212K.
Baird Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2022 and held it in 3 quarters.
Baird Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $327K in Q1 2023.
372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.