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

Clearstead Trust’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 		– Sell
-41
Closed -$3.42K – 1320
2025
Q3 		$3.42K Sell
41
-136
-77% -$11.2K ﹤0.01% 846
2025
Q2 		$14.1K Hold
177
– – ﹤0.01% 510
2025
Q1 		$13.6K Hold
177
– – ﹤0.01% 413
2024
Q4 		$14.2K Hold
177
– – ﹤0.01% 335
2024
Q3 		$14.1K Hold
177
– – ﹤0.01% 336
2024
Q2 		$12.9K Hold
177
– – ﹤0.01% 342
2024
Q1 		$13.5K Buy
+177
New +$12.8K ﹤0.01% 340

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 $6.89B AUM 19.83% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Clearstead Trust's MDYV Position: Q4 2025 in Review

Clearstead Trust sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2025, closing a stake of 41 shares — an estimated $3.42K sold.

Clearstead Trust first reported a position in MDYV in Q1 2024 and held it in 7 quarters. The position peaked at $14.2K in Q4 2024. 384 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

  • Clearstead Trust reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 41 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2025, an estimated $3.42K.
  • Clearstead Trust first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2024 and held it in 7 quarters.
  • Clearstead Trust's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $14.2K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.