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Cherry Tree Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Cherry Tree Wealth Management’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 		$17.8K Hold
209
– – ﹤0.01% 361
2025
Q4 		$17.7K Hold
209
– – ﹤0.01% 367
2025
Q3 		$17.4K Hold
209
– – ﹤0.01% 352
2025
Q2 		$16.6K Hold
209
– – ﹤0.01% 355
2025
Q1 		$16.1K Hold
209
– – ﹤0.01% 371
2024
Q4 		$16.8K Hold
209
– – ﹤0.01% 361
2024
Q3 		$16.6K Hold
209
– – ﹤0.01% 364
2024
Q2 		$15.2K Hold
209
– – ﹤0.01% 354
2024
Q1 		$15.9K Hold
209
– – ﹤0.01% 339
2023
Q4 		$15.3K Hold
209
– – ﹤0.01% 323
2023
Q3 		$13.6K Hold
209
– – ﹤0.01% 315
2023
Q2 		$14.4K Buy
+209
New +$13.7K ﹤0.01% 309

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Cherry Tree Wealth Management's MDYV Position: Q1 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q1 2026 at 209 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Cherry Tree Wealth Management first reported a position in MDYV in Q2 2023 and has held it in 12 quarters since. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Cherry Tree Wealth Management held 209 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $17.8K as of Q1 2026.
  • Cherry Tree Wealth Management 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 Cherry Tree Wealth Management's portfolio in Q1 2026, its #361 holding.
  • Cherry Tree Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.