CAPTRUST Financial Advisors’s 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 | $2.51M | Sell |
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|
2025
Q1 | $2.5M | Sell |
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|
2024
Q4 | $2.8M | Sell |
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|
2024
Q3 | $3.05M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $2.35M | Buy |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.17M | Sell |
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|
2021
Q3 | $2.05M | Sell |
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|
2021
Q2 | $2.11M | Sell |
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|
2021
Q1 | $2.16M | Sell |
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|
2020
Q4 | $2.25M | Sell |
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|
2020
Q3 | $2.19M | Sell |
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|
2020
Q2 | $2.6M | Sell |
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|
2020
Q1 | $5.66M | Buy |
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|
2019
Q4 | $6.63M | Buy |
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|
2019
Q3 | $5.96M | Buy |
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|
2019
Q2 | $5.57M | Buy |
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|
2019
Q1 | $5.37M | Buy |
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|
2018
Q4 | $140K | Buy |
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|
2018
Q3 | $130K | Buy |
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|
2018
Q2 | $68K | Sell |
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|
2018
Q1 | $121K | Buy |
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|
2017
Q4 | $120K | Sell |
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|
2017
Q3 | $115K | Buy |
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|
2017
Q2 | $8K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $7K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $15K | Sell |
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|
2015
Q4 | $20K | Buy |
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