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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
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 $6.2B 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 $4.02B AUM 20% 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

Caldwell Trust's MDYV Position: Q1 2026 in Review

Caldwell Trust held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 255 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Caldwell Trust first reported a position in MDYV in Q4 2025 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Caldwell Trust held 255 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $21.7K as of Q1 2026.
  • Caldwell Trust left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #585 holding.
  • Caldwell Trust first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.