CT
MDYV icon

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

Caldwell Trust’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 		– Sell
-255
Closed -$21.7K – 835
2026
Q1 		$21.7K Hold
255
– – ﹤0.01% 585
2025
Q4 		$21.6K Buy
+255
New +$21.3K ﹤0.01% 573

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
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

Caldwell Trust's MDYV Position: Q2 2026 in Review

Caldwell Trust sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2026, closing a stake of 255 shares — an estimated $21.7K sold.

Caldwell Trust first reported a position in MDYV in Q4 2025 and held it in 2 quarters. The position peaked at $21.7K in Q1 2026. 385 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Caldwell Trust reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Caldwell Trust sold 255 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $21.7K.
  • Caldwell Trust first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Caldwell Trust's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $21.7K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.