Broadview Financial Management’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 | $682K | Buy |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $657K | Sell |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $616K | Buy |
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|
2023
Q2 | $650K | Buy |
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|
2023
Q1 | $615K | Buy |
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|
2022
Q4 | $601K | Sell |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $682K | Sell |
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|
2021
Q4 | $700K | Sell |
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|
2021
Q3 | $656K | Buy |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $611K | Sell |
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|
2020
Q4 | $664K | Sell |
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|
2020
Q3 | $566K | Sell |
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|
2020
Q2 | $584K | Sell |
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|
2020
Q1 | $887K | Buy |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $947K | Buy |
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|
2018
Q4 | $436K | Buy |
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|
2018
Q3 | $508K | Sell |
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|
2018
Q2 | $510K | Buy |
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|
2018
Q1 | $477K | Buy |
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|
2017
Q4 | $493K | Buy |
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