Avantax Advisory Services’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
104,770
+16,762
| +19% | +$1.33M | 0.05% | 315 |
|
|
2025
Q1 | $6.78M | Buy |
88,008
+3,866
| +5% | +$298K | 0.04% | 331 |
|
|
2024
Q4 | $6.75M | Sell |
84,142
-21,729
| -21% | -$1.74M | 0.04% | 317 |
|
|
2024
Q3 | $8.41M | Buy |
105,871
+37,095
| +54% | +$2.95M | 0.06% | 268 |
|
|
2024
Q2 | $5.02M | Buy |
68,776
+66,022
| +2,397% | +$4.82M | 0.04% | 370 |
|
|
2024
Q1 | $209K | Sell |
2,754
-581
| -17% | -$44.2K | ﹤0.01% | 1521 |
|
|
2023
Q4 | $245K | Buy |
+3,335
| New | +$245K | ﹤0.01% | 1350 |
|
|
2022
Q2 | – | Sell |
-4,700
| Closed | -$330K | – | 1354 |
|
|
2022
Q1 | $330K | Buy |
+4,700
| New | +$330K | ﹤0.01% | 956 |
|