Corient Private Wealth
MDYV icon

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

Corient Private Wealth’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 		$204K Buy
+2,398
New +$211K ﹤0.01% 2555
2024
Q4 		– Sell
-45,350
Closed -$3.6M – 2455
2024
Q3 		$3.6M Sell
45,350
-955
-2% -$73K 0.01% 855
2024
Q2 		$3.33M Sell
46,305
-1,975
-4% -$145K 0.01% 827
2024
Q1 		$3.67M Sell
48,280
-938
-2% -$67.9K 0.01% 799
2023
Q4 		$3.61M Buy
+49,218
New +$3.25M 0.01% 791

Other funds holding MDYV

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Corient Private Wealth's MDYV Position: Q1 2026 in Review

Corient Private Wealth opened a new position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026: 2,398 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #2555 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in MDYV as recently as Q3 2024.

Corient Private Wealth first reported a position in MDYV in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.67M in Q1 2024. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Corient Private Wealth held 2,398 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $204K as of Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF was a new Corient Private Wealth position in Q1 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2555 holding.
  • Corient Private Wealth first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Corient Private Wealth's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $3.67M in Q1 2024.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.