Balanced Wealth Group’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Balanced Wealth Group’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
2025 Q3	$12.3M	Sell
2025 Q2	$12.2M	Buy
2025 Q1	$10.9M	Sell
2024 Q4	$11.8M	Buy
2024 Q3	$10.6M	Sell
2024 Q2	$9.24M	Buy
2024 Q1	$8.55M	Buy
2023 Q4	$3.07M	Buy