TIAA Trust, National Association’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

TIAA Trust, National Association’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 Q2	$2.05M	Sell	21,570 -1,463	-6%	-$133K	0.12%	86
2026 Q1	$1.96M	Sell	23,033 -508,671	-96%	-$44.8M	0.12%	91
2025 Q4	$45M	Sell	531,704 -1,365	-0.3%	-$114K	0.11%	90
2025 Q3	$44.5M	Sell	533,069 -22,771	-4%	-$1.88M	0.11%	89
2025 Q2	$44.2M	Sell	555,840 -45,459	-8%	-$3.44M	0.12%	88
2025 Q1	$46.3M	Sell	601,299 -209,510	-26%	-$16.9M	0.14%	87
2024 Q4	$65M	Buy	810,809 +229,359	+39%	+$18.8M	0.2%	70
2024 Q3	$46.2M	Sell	581,450 -9,313	-2%	-$711K	0.14%	83
2024 Q2	$43.1M	Sell	590,763 -52,012	-8%	-$3.82M	0.13%	85
2024 Q1	$48.9M	Sell	642,775 -10,496	-2%	-$760K	0.15%	82
2023 Q4	$47.9M	Buy	653,271 +81,823	+14%	+$5.41M	0.16%	78
2023 Q3	$37.1M	Buy	+571,448	New	+$39.2M	0.13%	92

Other funds holding MDYV

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

TIAA Trust, National Association's MDYV Position: Q2 2026 in Review

TIAA Trust, National Association reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 6.4% in Q2 2026, selling an estimated $133K and leaving 21,570 shares worth $2.05M. The position accounts for 0.12% of the portfolio, ranked #86.

TIAA Trust, National Association first reported a position in MDYV in Q3 2023 and has held it in 12 quarters since. The position peaked at $65M in Q4 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

TIAA Trust, National Association held 21,570 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.05M as of Q2 2026.
TIAA Trust, National Association sold 1,463 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $133K.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.12% of TIAA Trust, National Association's portfolio in Q2 2026, its #86 holding.
TIAA Trust, National Association first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $65M in Q4 2024.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.