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

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-229
Closed -$18.2K – 2427
2025
Q2 		$18.2K Hold
229
– – ﹤0.01% 1138
2025
Q1 		$17.6K Sell
229
-122
-35% -$9.82K ﹤0.01% 1077
2024
Q4 		$28.1K Buy
351
+319
+997% +$26.2K ﹤0.01% 897
2024
Q3 		$2.54K Buy
+32
New +$2.44K ﹤0.01% 1586

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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MassMutual Private Wealth & Trust's MDYV Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q3 2025, closing a stake of 229 shares — an estimated $18.2K sold.

MassMutual Private Wealth & Trust first reported a position in MDYV in Q3 2024 and held it in 4 quarters. The position peaked at $28.1K in Q4 2024. 362 funds tracked by Wall St. Rank hold MDYV as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 229 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2025, an estimated $18.2K.
  • MassMutual Private Wealth & Trust first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and held it in 4 quarters.
  • MassMutual Private Wealth & Trust's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $28.1K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.