FCH
MDYV icon

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

Freestone Capital Holdings’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
Q4 		– Sell
-3,018
Closed -$252K – 581
2025
Q3 		$252K Buy
+3,018
New +$249K 0.01% 461

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Freestone Capital Holdings's MDYV Position: Q4 2025 in Review

Freestone Capital Holdings sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q4 2025, closing a stake of 3,018 shares — an estimated $252K sold.

Freestone Capital Holdings first reported a position in MDYV in Q3 2025 and held it in 1 quarter. The position peaked at $252K in Q3 2025. 381 funds tracked by Wall St. Rank hold MDYV as of Q4 2025.

  • Freestone Capital Holdings reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 3,018 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q4 2025, an estimated $252K.
  • Freestone Capital Holdings first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Freestone Capital Holdings's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $252K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q4 2025.

Based on Freestone Capital Holdings's 13F filing for Q4 2025, filed 23 Jan 2026.