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Redwood Investment Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Redwood Investment Management’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
Q1 		$6.04M Buy
70,898
+4,016
+6% +$354K 0.75% 22
2025
Q4 		$5.66M Buy
66,882
+6,398
+11% +$536K 0.64% 22
2025
Q3 		$5.04M Buy
60,484
+56,127
+1,288% +$4.62M 0.55% 21
2025
Q2 		$346K Buy
+4,357
New +$330K 0.04% 253

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 $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 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 $1.92B AUM 26.86% 1-Year Est. Return

Redwood Investment Management's MDYV Position: Q1 2026 in Review

Redwood Investment Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 6% in Q1 2026, buying an estimated $354K and bringing the position to 70,898 shares worth $6.04M. The position accounts for 0.75% of the portfolio, ranked #22.

Redwood Investment Management first reported a position in MDYV in Q2 2025 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Redwood Investment Management held 70,898 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $6.04M as of Q1 2026.
  • Redwood Investment Management bought 4,016 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $354K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 0.75% of Redwood Investment Management's portfolio in Q1 2026, its #22 holding.
  • Redwood Investment Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 378 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.