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

UMB Bank’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	$54.9K	Hold	579	–	–	﹤0.01%	1287
2026 Q1	$49.3K	Hold	579	–	–	﹤0.01%	1265
2025 Q4	$49K	Hold	579	–	–	﹤0.01%	1260
2025 Q3	$48.3K	Hold	579	–	–	﹤0.01%	1173
2025 Q2	$46K	Sell	579 -399	-41%	-$30.2K	﹤0.01%	1140
2025 Q1	$75.4K	Hold	978	–	–	﹤0.01%	884
2024 Q4	$78.4K	Hold	978	–	–	﹤0.01%	767
2024 Q3	$77.7K	Sell	978 -323	-25%	-$24.7K	﹤0.01%	753
2024 Q2	$94.9K	Hold	1,301	–	–	﹤0.01%	695
2024 Q1	$98.9K	Hold	1,301	–	–	﹤0.01%	697
2023 Q4	$95.5K	Buy	1,301 +380	+41%	+$25.1K	﹤0.01%	707
2023 Q3	$59.7K	Buy	921 +78	+9%	+$5.35K	﹤0.01%	795
2023 Q2	$58K	Hold	843	–	–	﹤0.01%	811
2023 Q1	$55.7K	Hold	843	–	–	﹤0.01%	815
2022 Q4	$55K	Hold	843	–	–	﹤0.01%	828
2022 Q3	$49K	Hold	843	–	–	﹤0.01%	872
2022 Q2	$51K	Sell	843 -150	-15%	-$9.83K	﹤0.01%	917
2022 Q1	$70K	Hold	993	–	–	﹤0.01%	864
2021 Q4	$71K	Buy	+993	New	+$69.5K	﹤0.01%	889

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

UMB Bank's MDYV Position: Q2 2026 in Review

UMB Bank held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 579 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

UMB Bank first reported a position in MDYV in Q4 2021 and has held it in 19 quarters since. The position peaked at $98.9K in Q1 2024. 383 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

UMB Bank held 579 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $54.9K as of Q2 2026.
UMB Bank left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1287 holding.
UMB Bank first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $98.9K in Q1 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 UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.