CWS
MDYV icon

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

Cypress Wealth Services’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
2020
Q4 		– Sell
-7,045
Closed -$306K – 423
2020
Q3 		$306K Buy
+7,045
New +$312K 0.08% 188

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 $4.02B AUM 20% 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

Cypress Wealth Services's MDYV Position: Q1 2026 in Review

Cypress Wealth Services sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2026, closing a stake of 2,373 shares — an estimated $201K sold.

Cypress Wealth Services first reported a position in MDYV in Q4 2017 and held it in 32 quarters. The position peaked at $877K in Q4 2017. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Cypress Wealth Services reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Cypress Wealth Services sold 2,373 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $201K.
  • Cypress Wealth Services first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and held it in 32 quarters.
  • Cypress Wealth Services's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $877K in Q4 2017.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.