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MDYV icon

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

NBT Bank’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
Q1 		– Sell
-398
Closed -$31.9K – 831
2024
Q4 		$31.9K Hold
398
– – ﹤0.01% 543
2024
Q3 		$31.6K Buy
+398
New +$30.4K ﹤0.01% 569

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NBT Bank's MDYV Position: Q1 2025 in Review

NBT Bank sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2025, closing a stake of 398 shares — an estimated $31.9K sold.

NBT Bank first reported a position in MDYV in Q3 2024 and held it in 2 quarters. The position peaked at $31.9K in Q4 2024. 372 funds tracked by Wall St. Rank hold MDYV as of Q1 2025.

  • NBT Bank reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • NBT Bank sold 398 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2025, an estimated $31.9K.
  • NBT Bank first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2024 and held it in 2 quarters.
  • NBT Bank's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $31.9K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2025.

Based on NBT Bank's 13F filing for Q1 2025, filed 17 Apr 2025.