Truist Financial
MDYV icon

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
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

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

Truist Financial's MDYV Position: Q1 2026 in Review

Truist Financial reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 2.2% in Q1 2026, selling an estimated $45.8K and leaving 22,823 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Truist Financial first reported a position in MDYV in Q4 2019 and has held it in 24 quarters since. The position peaked at $7.61M in Q4 2022. 376 funds tracked by Wall St. Rank hold MDYV as of Q1 2026.

  • Truist Financial held 22,823 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $1.94M as of Q1 2026.
  • Truist Financial sold 519 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2026, an estimated $45.8K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1346 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 24 quarters since.
  • Truist Financial's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $7.61M in Q4 2022.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.