CIBC Private Wealth Group
MDYV icon

CIBC Private Wealth Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$38.3K Hold
452
– – ﹤0.01% 1897
2025
Q3 		$37.7K Hold
452
– – ﹤0.01% 1912
2025
Q2 		$35.9K Hold
452
– – ﹤0.01% 1792
2025
Q1 		$30.2K Hold
452
– – ﹤0.01% 1827
2024
Q4 		$36.4K Buy
452
+39
+9% +$3.2K ﹤0.01% 1801
2024
Q3 		$32.8K Hold
413
– – ﹤0.01% 1932
2024
Q2 		$29.9K Hold
413
– – ﹤0.01% 1878
2024
Q1 		$31.1K Buy
+413
New +$29.9K ﹤0.01% 1863
2018
Q1 		– Sell
-1,116
Closed -$57K – 2021
2017
Q4 		$57K Buy
+1,116
New +$56.4K ﹤0.01% 1148

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

CIBC Private Wealth Group's MDYV Position: Q4 2025 in Review

CIBC Private Wealth Group held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q4 2025 at 452 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

CIBC Private Wealth Group first reported a position in MDYV in Q4 2017 and has held it in 9 quarters since. The position peaked at $57K in Q4 2017. 381 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

  • CIBC Private Wealth Group held 452 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $38.3K as of Q4 2025.
  • CIBC Private Wealth Group left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q4 2025.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1897 holding.
  • CIBC Private Wealth Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and has held it in 9 quarters since.
  • CIBC Private Wealth Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $57K in Q4 2017.
  • 381 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.