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

Canandaigua National Trust of Florida’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 		$4.02M Buy
47,250
+416
+0.9% +$36.7K 3.23% 6
2025
Q4 		$3.96M Sell
46,834
-324
-0.7% -$27.1K 2.48% 8
2025
Q3 		$3.93M Sell
47,158
-3,957
-8% -$326K 3.12% 7
2025
Q2 		$4.06M Sell
51,115
-569
-1% -$43.1K 2.89% 7
2025
Q1 		$3.98M Buy
51,684
+1,056
+2% +$85K 3.51% 6
2024
Q4 		$4.06M Buy
50,628
+230
+0.5% +$18.9K 3.17% 5
2024
Q3 		$4M Buy
+50,398
New +$3.85M 3.44% 5

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 $49.2B AUM 14.31% 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 $1.66T 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 $1.92B AUM 26.86% 1-Year Est. Return

Canandaigua National Trust of Florida's MDYV Position: Q1 2026 in Review

Canandaigua National Trust of Florida increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.89% in Q1 2026, buying an estimated $36.7K and bringing the position to 47,250 shares worth $4.02M. The position accounts for 3.23% of the portfolio, ranked #6.

Canandaigua National Trust of Florida first reported a position in MDYV in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.06M in Q4 2024. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Canandaigua National Trust of Florida held 47,250 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $4.02M as of Q1 2026.
  • Canandaigua National Trust of Florida bought 416 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $36.7K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 3.23% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #6 holding.
  • Canandaigua National Trust of Florida first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Canandaigua National Trust of Florida's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4.06M in Q4 2024.
  • 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 Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.