Bill Few Associates’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 | $2.31M | Buy |
29,109
+17,636
| +154% | +$1.4M | 0.65% | 38 |
|
|
2025
Q1 | $884K | Buy |
11,473
+364
| +3% | +$28K | 0.32% | 71 |
|
|
2024
Q4 | $891K | Buy |
11,109
+2,577
| +30% | +$207K | 0.31% | 70 |
|
|
2024
Q3 | $678K | Buy |
8,532
+1,445
| +20% | +$115K | 0.24% | 77 |
|
|
2024
Q2 | $517K | Buy |
7,087
+536
| +8% | +$39.1K | 0.2% | 91 |
|
|
2024
Q1 | $498K | Buy |
6,551
+2
| +0% | +$152 | 0.2% | 89 |
|
|
2023
Q4 | $481K | Buy |
6,549
+2,860
| +78% | +$210K | 0.22% | 81 |
|
|
2023
Q3 | $239K | Buy |
3,689
+90
| +3% | +$5.84K | 0.13% | 120 |
|
|
2023
Q2 | $248K | Buy |
3,599
+480
| +15% | +$33K | 0.13% | 119 |
|
|
2023
Q1 | $206K | Hold |
3,119
| – | – | 0.11% | 128 |
|
|
2022
Q4 | $202K | Buy |
+3,119
| New | +$202K | 0.12% | 126 |
|