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

Truist 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	$2.55M	Buy	28,806 +5,516	+24%	+$520K	﹤0.01%	1252
2026 Q2	$2.21M	Buy	23,290 +467	+2%	+$42.5K	﹤0.01%	1336
2026 Q1	$1.94M	Sell	22,823 -519	-2%	-$45.8K	﹤0.01%	1346
2025 Q4	$1.98M	Buy	23,342 +2,095	+10%	+$175K	﹤0.01%	1291
2025 Q3	$1.77M	Buy	21,247 +242	+1%	+$19.9K	﹤0.01%	1394
2025 Q2	$1.67M	Sell	21,005 -6,590	-24%	-$499K	﹤0.01%	1369
2025 Q1	$2.13M	Buy	27,595 +6,936	+34%	+$559K	﹤0.01%	1188
2024 Q4	$1.66M	Buy	20,659 +107	+0.5%	+$8.79K	﹤0.01%	1317
2024 Q3	$1.63M	Buy	20,552 +310	+2%	+$23.7K	﹤0.01%	1325
2024 Q2	$1.48M	Sell	20,242 -2,666	-12%	-$196K	﹤0.01%	1420
2024 Q1	$1.74M	Buy	22,908 +4,739	+26%	+$343K	﹤0.01%	1347
2023 Q4	$1.33M	Buy	18,169 +2,373	+15%	+$157K	﹤0.01%	1470
2023 Q3	$1.02M	Sell	15,796 -3,114	-16%	-$214K	﹤0.01%	1556
2023 Q2	$1.3M	Sell	18,910 -70,280	-79%	-$4.59M	﹤0.01%	1452
2023 Q1	$5.89M	Sell	89,190 -28,322	-24%	-$1.94M	0.01%	765
2022 Q4	$7.61M	Buy	117,512 +98,733	+526%	+$6.34M	0.01%	669
2022 Q3	$1.09M	Sell	18,779 -7,295	-28%	-$465K	﹤0.01%	1456
2022 Q2	$1.58M	Buy	26,074 +8,112	+45%	+$531K	﹤0.01%	1342
2022 Q1	$1.26M	Buy	17,962 +4,257	+31%	+$295K	﹤0.01%	1509
2021 Q4	$974K	Buy	13,705 +3,937	+40%	+$275K	﹤0.01%	1652
2021 Q3	$647K	Buy	9,768 +2,316	+31%	+$156K	﹤0.01%	1861
2021 Q2	$503K	Buy	7,452 +99	+1%	+$6.79K	﹤0.01%	2045
2021 Q1	$481K	Sell	7,353 -572	-7%	-$35.1K	﹤0.01%	1986
2020 Q4	$440K	Buy	7,925 +2,401	+43%	+$121K	﹤0.01%	1916
2020 Q3	$240K	Buy	+5,524	New	+$245K	﹤0.01%	2164
2020 Q1	–	Sell	-4,104	Closed	-$225K	–	2507
2019 Q4	$225K	Buy	+4,104	New	+$216K	﹤0.01%	2302

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Truist Financial's MDYV Position: Q3 2026 in Review

Truist Financial increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 24% in Q3 2026, buying an estimated $520K and bringing the position to 28,806 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Truist Financial first reported a position in MDYV in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.61M in Q4 2022. 235 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

Truist Financial held 28,806 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.55M as of Q3 2026.
Truist Financial bought 5,516 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $520K.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1252 holding.
Truist Financial first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
Truist Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $7.61M in Q4 2022.
235 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.