Canandaigua National Corp’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Canandaigua National 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 Q1	$35.9M	Buy	+421,045	New	+$37.1M	3.21%	5

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 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 $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Canandaigua National Corp's MDYV Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026: 421,045 shares worth $35.9M. The stake represents 3.21% of the portfolio and ranks #5 among its holdings.

378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

Canandaigua National Corp held 421,045 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $35.9M as of Q1 2026.
State Street SPDR S&P 400 Mid Cap Value ETF was a new Canandaigua National Corp position in Q1 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 3.21% of Canandaigua National Corp's portfolio in Q1 2026, its #5 holding.
378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.