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

Tompkins Financial’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
Q3 		$5.75K Hold
65
– – ﹤0.01% 507
2026
Q2 		$6.17K Sell
65
-681
-91% -$62K ﹤0.01% 487
2026
Q1 		$63.5K Buy
746
+742
+18,550% +$65.4K 0.01% 299
2025
Q4 		$339 Hold
4
– – ﹤0.01% 625
2025
Q3 		$334 Hold
4
– – ﹤0.01% 534
2025
Q2 		$318 Hold
4
– – ﹤0.01% 533
2025
Q1 		$308 Sell
4
-1
-20% -$81 ﹤0.01% 554
2024
Q4 		$401 Hold
5
– – ﹤0.01% 518
2024
Q3 		$397 Sell
5
-1
-17% -$76 ﹤0.01% 565
2024
Q2 		$438 Hold
6
– – ﹤0.01% 572
2024
Q1 		$456 Hold
6
– – ﹤0.01% 611
2023
Q4 		$440 Sell
6
-2
-25% -$132 ﹤0.01% 632
2023
Q3 		$519 Sell
8
-1
-11% -$69 ﹤0.01% 569
2023
Q2 		$619 Hold
9
– – ﹤0.01% 586
2023
Q1 		$595 Sell
9
-5
-36% -$343 ﹤0.01% 617
2022
Q4 		$1K Hold
14
– – ﹤0.01% 592
2022
Q3 		$1K Hold
14
– – ﹤0.01% 579
2022
Q2 		$1K Hold
14
– – ﹤0.01% 562
2022
Q1 		$1K Buy
+14
New +$970 ﹤0.01% 583

Other funds holding MDYV

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

Tompkins Financial's MDYV Position: Q3 2026 in Review

Tompkins Financial held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q3 2026 at 65 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Tompkins Financial first reported a position in MDYV in Q1 2022 and has held it in 19 quarters since. The position peaked at $63.5K in Q1 2026. 39 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

  • Tompkins Financial held 65 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $5.75K as of Q3 2026.
  • Tompkins Financial left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #507 holding.
  • Tompkins Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q1 2022 and has held it in 19 quarters since.
  • Tompkins Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $63.5K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.