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Blue Trust Inc’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Blue Trust Inc’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
Q2 		– Sell
-4
Closed -$308 – 2553
2025
Q1 		$308 Buy
+4
New +$322 ﹤0.01% 2400
2024
Q4 		– Sell
-333
Closed -$24.3K – 2759
2024
Q3 		$24.3K Buy
+333
New +$25.4K ﹤0.01% 1867
2023
Q2 		– Sell
-400
Closed -$26K – 2326
2023
Q1 		$26K Buy
+400
New +$27.5K ﹤0.01% 1275
2022
Q4 		– Sell
-400
Closed -$24K – 2372
2022
Q3 		$24K Sell
400
-100
-20% -$6.38K ﹤0.01% 1016
2022
Q2 		$35K Buy
+500
New +$32.8K ﹤0.01% 794

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Blue Trust Inc's MDYV Position: Q2 2025 in Review

Blue Trust Inc sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 4 shares — an estimated $308 sold.

Blue Trust Inc first reported a position in MDYV in Q2 2022 and held it in 5 quarters. The position peaked at $35K in Q2 2022. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Blue Trust Inc reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 4 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $308.
  • Blue Trust Inc first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2022 and held it in 5 quarters.
  • Blue Trust Inc's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $35K in Q2 2022.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.