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 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

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

Tompkins Financial's MDYV Position: Q2 2026 in Review

Tompkins Financial reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 91% in Q2 2026, selling an estimated $62K and leaving 65 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Tompkins Financial first reported a position in MDYV in Q1 2022 and has held it in 18 quarters since. The position peaked at $63.5K in Q1 2026. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Tompkins Financial held 65 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $6.17K as of Q2 2026.
Tompkins Financial sold 681 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $62K.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #487 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 18 quarters since.
Tompkins Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $63.5K in Q1 2026.
383 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.