Atria Wealth Solutions’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
Sell
-4,976
Closed -$383K 1733
2025
Q1
$383K Sell
4,976
-719
-13% -$57.9K ﹤0.01% 1336
2024
Q4
$457K Buy
5,695
+283
+5% +$23.3K 0.01% 1319
2024
Q3
$430K Sell
5,412
-92
-2% -$7.03K ﹤0.01% 1314
2024
Q2
$401K Buy
5,504
+1,803
+49% +$132K ﹤0.01% 1340
2024
Q1
$281K Sell
3,701
-36,239
-91% -$2.62M ﹤0.01% 1598
2023
Q4
$2.93M Buy
+39,940
New +$2.64M 0.04% 470
2023
Q1
Sell
-38,965
Closed -$2.52M 1923
2022
Q4
$2.52M Buy
+38,965
New +$2.5M 0.04% 434
2022
Q2
Sell
-44,436
Closed -$3.13M 1791
2022
Q1
$3.13M Buy
+44,436
New +$3.08M 0.05% 357

Other funds holding MDYV