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CMC Financial Group’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

CMC Financial 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
Q1 		– Sell
-2,720
Closed -$218K – 39
2024
Q4 		$218K Buy
+2,720
New +$223K 0.47% 27
2022
Q2 		– Sell
-154,661
Closed -$10.3M – 25
2022
Q1 		$10.3M Buy
+154,661
New +$10.7M 11.42% 2

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CMC Financial Group's MDYV Position: Q1 2025 in Review

CMC Financial Group sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 2,720 shares — an estimated $218K sold.

CMC Financial Group first reported a position in MDYV in Q1 2022 and held it in 2 quarters. The position peaked at $10.3M in Q1 2022. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

  • CMC Financial Group reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • CMC Financial Group sold 2,720 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $218K.
  • CMC Financial Group first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and held it in 2 quarters.
  • CMC Financial Group's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $10.3M in Q1 2022.
  • 372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on CMC Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.