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

Central Trust Company’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	$238K	Buy	2,506 +166	+7%	+$15.1K	﹤0.01%	594
2026 Q1	$199K	Hold	2,340	–	–	﹤0.01%	594
2025 Q4	$198K	Sell	2,340 -550	-19%	-$46K	﹤0.01%	588
2025 Q3	$241K	Sell	2,890 -100	-3%	-$8.23K	0.01%	551
2025 Q2	$237K	Hold	2,990	–	–	0.01%	538
2025 Q1	$230K	Sell	2,990 -115	-4%	-$9.26K	0.01%	534
2024 Q4	$249K	Buy	3,105 +265	+9%	+$21.8K	0.01%	523
2024 Q3	$226K	Buy	2,840 +100	+4%	+$7.64K	0.01%	533
2024 Q2	$200K	Hold	2,740	–	–	﹤0.01%	549
2024 Q1	$208K	Sell	2,740 -306	-10%	-$22.2K	0.01%	557
2023 Q4	$224K	Sell	3,046 -70	-2%	-$4.63K	0.01%	530
2023 Q3	$202K	Sell	3,116 -296	-9%	-$20.3K	0.01%	548
2023 Q2	$235K	Sell	3,412 -888	-21%	-$58K	0.01%	533
2023 Q1	$284K	Hold	4,300	–	–	0.01%	483
2022 Q4	$278K	Buy	4,300 +4,038	+1,541%	+$259K	0.01%	479
2022 Q3	$15K	Hold	262	–	–	﹤0.01%	975
2022 Q2	$16K	Hold	262	–	–	﹤0.01%	962
2022 Q1	$18K	Hold	262	–	–	﹤0.01%	977
2021 Q4	$19K	Buy	+262	New	+$18.3K	﹤0.01%	957

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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 $56.3B AUM 17.83% 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 $1.89T 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

Central Trust Company's MDYV Position: Q2 2026 in Review

Central Trust Company increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 7.1% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,506 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Central Trust Company first reported a position in MDYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $284K in Q1 2023. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Central Trust Company held 2,506 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $238K as of Q2 2026.
Central Trust Company bought 166 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $15.1K.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #594 holding.
Central Trust Company first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
Central Trust Company's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $284K in Q1 2023.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.