ARQ Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$536K Hold
2025
Q1
$536K Hold
2024
Q4
$558K Sell
2024
Q3
$628K Sell
2024
Q2
$583K Sell
2024
Q1
$703K Buy
2023
Q4
$532K Sell
2023
Q3
$568K Sell
2023
Q2
$1.35M Sell
2023
Q1
$4M Sell
2022
Q4
$3.94M Buy
2022
Q3
$3.46M Sell
2022
Q2
$3.63M Buy
2022
Q1
$4.15M Buy
2021
Q4
$3.27M Sell
2021
Q3
$3.64M Buy
2021
Q2
$3.63M Buy
2021
Q1
$3.42M Sell
2020
Q4
$3.14M Buy
2020
Q3
$2.08M Sell
2020
Q2
$2.07M Buy
2020
Q1
$1.47M Buy