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

CX Institutional’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
Q3 		$2.75M Buy
31,046
+1,327
+4% +$125K 0.07% 220
2026
Q2 		$2.82M Buy
29,719
+903
+3% +$82.2K 0.08% 214
2026
Q1 		$2.45M Buy
28,816
+1,024
+4% +$90.3K 0.07% 231
2025
Q4 		$2.35M Buy
27,792
+967
+4% +$81K 0.07% 190
2025
Q3 		$2.24M Buy
26,825
+734
+3% +$60.4K 0.07% 197
2025
Q2 		$2.07M Buy
26,091
+7,232
+38% +$548K 0.07% 192
2025
Q1 		$1.45M Buy
18,859
+4,328
+30% +$349K 0.05% 230
2024
Q4 		$1.17M Buy
14,531
+1,318
+10% +$108K 0.05% 233
2024
Q3 		$1.05M Sell
13,213
-969
-7% -$74K 0.05% 281
2024
Q2 		$1.03M Sell
14,182
-157
-1% -$11.5K 0.05% 277
2024
Q1 		$1.09M Buy
14,339
+753
+6% +$54.5K 0.05% 273
2023
Q4 		$997K Buy
+13,586
New +$898K 0.05% 257

Other funds holding MDYV

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

CX Institutional's MDYV Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 4.5% in Q3 2026, buying an estimated $125K and bringing the position to 31,046 shares worth $2.75M. The position accounts for 0.07% of the portfolio, ranked #220.

CX Institutional first reported a position in MDYV in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.82M in Q2 2026. 39 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

  • CX Institutional held 31,046 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.75M as of Q3 2026.
  • CX Institutional bought 1,327 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $125K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.07% of CX Institutional's portfolio in Q3 2026, its #220 holding.
  • CX Institutional first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • CX Institutional's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.82M in Q2 2026.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.