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Coldstream Capital Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-9
Closed -$713 – 2401
2025
Q1 		$713 Buy
+9
New +$725 ﹤0.01% 3260

Other funds holding MDYV

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NP
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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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Coldstream Capital Management's MDYV Position: Q2 2025 in Review

Coldstream Capital Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2025, closing a stake of 9 shares — an estimated $713 sold.

Coldstream Capital Management first reported a position in MDYV in Q1 2025 and held it in 1 quarter. The position peaked at $713 in Q1 2025. 379 funds tracked by Wall St. Rank hold MDYV as of Q2 2025.

  • Coldstream Capital Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 9 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2025, an estimated $713.
  • Coldstream Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $713 in Q1 2025.
  • 379 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.