Rockefeller Capital Management
MDYV icon

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

Rockefeller Capital 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 		$127K Buy
1,493
+233
+18% +$20.5K ﹤0.01% 2737
2025
Q4 		$107K Buy
1,260
+175
+16% +$14.7K ﹤0.01% 2693
2025
Q3 		$90.5K Buy
+1,085
New +$89.4K ﹤0.01% 2625
2022
Q3 		– Sell
-792
Closed -$47K – 4180
2022
Q2 		$47K Sell
792
-63
-7% -$4.13K ﹤0.01% 2324
2022
Q1 		$60K Hold
855
– – ﹤0.01% 2215
2021
Q4 		$60K Hold
855
– – ﹤0.01% 2127
2021
Q3 		$56K Sell
855
-318
-27% -$21.4K ﹤0.01% 2087
2021
Q2 		$79K Buy
1,173
+318
+37% +$21.8K ﹤0.01% 1893
2021
Q1 		$55K Hold
855
– – ﹤0.01% 1850
2020
Q4 		$47K Hold
855
– – ﹤0.01% 1703
2020
Q3 		$37K Sell
855
-1,252
-59% -$55.5K ﹤0.01% 1598
2020
Q2 		$90K Buy
2,107
+855
+68% +$34.4K ﹤0.01% 1200
2020
Q1 		$44K Buy
+1,252
New +$60.4K ﹤0.01% 1280

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 $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
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

Rockefeller Capital Management's MDYV Position: Q1 2026 in Review

Rockefeller Capital Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 18% in Q1 2026, buying an estimated $20.5K and bringing the position to 1,493 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

Rockefeller Capital Management first reported a position in MDYV in Q1 2020 and has held it in 13 quarters since. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Rockefeller Capital Management held 1,493 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $127K as of Q1 2026.
  • Rockefeller Capital Management bought 233 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $20.5K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2737 holding.
  • Rockefeller Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2020 and has held it in 13 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

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